We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
CFPĀ®
CFPĀ®
CFPĀ®, APMAĀ®
CFPĀ®
J.D., LL.M.
CFA
āIf you invest based on headlines, you are already behind the market.ā
Weāre celebrating Jeff for his latest podcast feature ā sharing how clear goals, consistent communication and disciplined planning help clients make confident decisions through every market cycle. If you or someone you know is thinking about college funding, retirement readiness or simply āwhere to start,ā Jeffās guidance is worth a listen.
āYou are retiring. You are not dying. You still need equity exposure.ā
Instead of focusing only on markets or headlines, Jeff recently discussed something even more important: how financial decisions can directly impact your sense of calm, security and longāterm confidence.
On his latest podcast appearance, The Aligned Money Show. Jeff shared simple frameworks for tackling big priorities ā from preparing for college costs to mapping out retirement ā in ways that feel manageable rather than overwhelming.
Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes! Ā According to Forbes.com, āWe believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankingsā¦ Theyāre seasoned, have lived through market cycles, and their deep relations with families ā often representing three or more generations ā position them among the best wealth management has ever seenā¦ Most importantly, the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.ā
Bill serves as the co-President of the Northwest Suburban Estate Planning Council, a professional association of estate-planning experts that fosters member development, networking, and public awareness of high-quality, ethical estate-planning services. He also remains active in the Northwest Chapter of Habitat for Humanity.
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Andrew is on the Associates board of the Economic Awareness Council, a nonprofit organization whose mission is to prepare students and families for the economic and financial decisions they will make, both today and tomorrow.
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