Jeffrey R. St. John
Since becoming a financial advisor in 2004, Jeff has been serving a diverse clientele of individuals, families, and small businesses by partnering with them to make smart financial decisions and become better stewards of their financial resources. He began his career in financial services in 1995, servicing 401(k) plans at a trust company and then spent eight years with an executive benefits consulting firm before becoming a financial advisor. Jeff achieved the Chartered Retirement Planning Counselor (CRPC®) designation which denotes an expertise in pre-and post-retirement planning needs, including retirement income, personal savings, retirement plans, income taxes, asset management, and estate planning. He earned his MBA in Finance from the University of Illinois at Urbana-Champaign and BBA in Marketing Management from Loyola University Chicago.
Clients can expect Jeff to build trusted relationships that encourage communication and facilitate a lifelong financial partnership. Jeff uses a straightforward approach to planning that begins by asking questions and actively listening, so that he can fully understand each client’s financial situation and life goals. This information is then used to design a holistic financial road map incorporating retirement and education funding goals, retirement income planning, investment strategies, insurance/risk management, and estate planning needs. Maintaining regular communication with clients allows Jeff to immediately address any concerns and make financial planning and investment adjustments, especially as they pass through different life events and stages.
An outgoing person who enjoys staying active and meeting new people, Jeff likes many outdoor sports and recreational activities, including hiking, running, and cycling. He has a personal goal of visiting and hiking in every U.S. National Park, many of which he and his family have already visited. Jeff and his wife, Julie, have five children (Jack, Tim, Renee, Aaron, and Joe) and live in Northbrook, Illinois, always enjoying and thankful for their time together as family.
Jeff has been very involved in his community, volunteering his time to local organizations over the years, having served on the Young Life North Shore Parent Committee in a finance leadership role, as well as school district related activities as the Treasurer of the Citizens for District #30 Bond Referendum ballot initiative committee, member of the Northbrook/Glenview School District #30 Citizens Task Force and member of the District #30 Caucus. He has also been continuously either leading or participating in various men’s church groups and previously served in several leadership roles on church boards and committees over the years. Through the Northbrook Park District, he coached many enjoyable seasons of youth baseball, basketball, and soccer, as well.
CRPC® conferred by College for Financial Planning.
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