As President and CEO of SAI Financial Services, Inc., Jeff specializes in helping individuals and businesses strengthen their financial independence. With more than 35 years of experience in the financial services industry; Jeff provides tailored advice and strategies for all of life’s stages. His expertise offers Retirement Guidance, College Planning, Investment Management*, and more.
As an advisor at SAI Financial, Inc., Michael helps clients fulfill their overall financial needs through customized investment and risk management services*. Since joining the firm, Michael has used his passion for finance to help clients accomplish their financial goals in a timely and efficient manner. In addition to his visionary talent for planning, Michael utilizes cutting-edge technology to help clients understand the markets more effectively, their financial plans, and investment portfolios.
Jaclyn has a bachelor’s degree from Northern Illinois University in Hospitality Management
and minor in Business Administration. She is well-versed in customer service, business
operations and project management. Prior to SAI Financial, Jaclyn led a successful career in
corporate retail. Within that industry, she had exposure to both product buying and product
sales which provided the opportunity to gain different perspectives in business. Being with SAI
Financial since 2018, she has discovered a passion in hiring, recruiting, and training new talent.
Originally from South Africa, she relies on her experience in corporate learning and development, organizational development, client relationship, account management and project management as well as her exposure to best practices in global leadership to support the SAI advisors and deliver a world class experience to clients. Fiona has a bachelor’s degree in Business Administration with a minor in Human Resources and Psychology. Additionally, she
also has plans to acquire her master’s degree in the future. Fiona is passionate about the incredible value that financial advisors can provide to clients in helping them achieve their goals and always pushing them to be better.
Rachel has a bachelor’s degree from the University of Oklahoma in Psychology and is passionate about helping people. She previously worked in education administration, gaining experience in areas such as project management, client services, and staff support. Rachel takes pride in building strong client relationships and is excited to work within a firm that offers a wealth of information and resources to clients.
Charlie has recently graduated from the University of Illinois with a bachelor’s degree in Financial Planning and a minor in Business Administration. During College, Charlie was able to earn an internship experience helping create and administer financial plans directly with advisors. He is passionate about the financial service industry as he believes it is one of the best ways to help current and future generations all at once. Charlie hopes to get his CFP in the future.
Susie specializes in social media, marketing, and website management for SAI Financial. Susie has been with our company for over 5 years and is our in-house expert for content management for our website and various social media platforms. Susie also manages the operations of our SAI Tax Solutions sector making sure our tax client referrals are accommodated.