Simplified Financial Advice.

Meet Jack


Founder Jack Meyer, CFP®, CLU®, CLTC®, CHFC® boasts more than 45 years of experience within the financial services industry – experience that has helped him develop his astute ability to help clients manage their behavioral expectations to stay on course when pursuing their goals and dreams.

A graduate of Bradley University, Jack is dedicated to helping people organize their finances and do more with the wealth they have. His many years of experience in wealth management make him a valuable resource for our team. He has always been willing to put in the effort to gain the skills and knowledge that helped make him who he is today.

Outside of the office, Jack enjoys spending time with his wife Sonja, their three sons and their partners, and five grandchildren.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.