As President and CEO of SAI Financial Services, Inc., Jeff specializes in helping individuals and businesses strengthen their financial independence. With more than 40 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.
A registered CERTIFIED FINANCIAL PROFESSIONAL™ (CFP®), Certified Fund Specialist (CFS®), Certified Retirement Financial Advisor (CRFA®), and Certified Tax Specialist (CTS®) Jeff also holds his Series 7, 22, 63 & 65 licenses. As an investment advisor and registered representative with Woodbury Financial Services, he is licensed in Life, Health, Long-Term Care and Variable Insurance.
Jeff's designations from the College for Financial Planning and the Institute of Certified Fund Specialists, which require strict adherence to professional guidelines, affirm his commitment to ongoing education. In addition to empowering his clientele through continued learning, Jeff is dedicated to helping deliver customized solutions built to protect clients' financial futures. Since founding SAI Financial Services, Inc., Jeff has firmly believed in building and maintaining strong client relationships across generations to inspire the most lasting rewards.
A Chicagoland native, Jeff is a double major graduate of the University of Illinois at Chicago with a BS in Finance and Economics. He and his wife Cathy live in St. Charles Illinois. Jeff and Cathy also have two daughters, Jessica and Jaclyn. They enjoy spending quality time together, traveling, and exploring the great outdoors. Outside of the office, Jeff also enjoys keeping up with the advances in technology, NASCAR, golf and reading.
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.
Michael currently hold his Certified Tax Specialist (CTS®) and is in the process of completing study for the Certified Financial Planning™ accreditation, and holds his Series 7 and 66, along with his life and health insurance licenses. Michael earned his Bachelor’s degree in Economics from Illinois State University, where his entrepreneurial spirit excelled in structuring a successful equity portfolio including research and trading. This foundational experience taught Michael the value of risk management and showed him how to mitigate potential risks through various diversification and hedging strategies.
Today, at SAI Financial Services, Inc., he applies those principles by carefully researching the best investment options for his clients, striving to help achieve their financial goal to retire comfortably and with confidence. Michael frequently publishes finance-related articles for a variety of publications, asserting his commitment to client education on topics of retirement, insurance, tax strategy and more. Michael is currently licensed to conduct securities business in Alabama, Arizona, California, Florida, Georgia, Iowa, Illinois, Indiana, Massachusetts, Minnesota, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, and Wyoming.
Jaclyn is the Operations Manager at SAI Financial Services in addition to a client service and marketing associate. With a bachelor's degree from Northern Illinois University in Hospitality Management and minor in Business Administration, Jaclyn is well-versed in customer service, business operations and event 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. Her experience allows her to excel in building strong client relationships, manage client accounts and onboarding, as well as plan client appreciation events.
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.
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.
The newest member of our service team, Sydney! Sydney has her bachelor’s degree in Criminal Justice and a minor in Journalism. Her previous financial and customer service experience comes from working in banking. There, she also learned about financial products and sales. Sydney is glad to be working for financial advisors because they offer resources and help individuals that cannot get help elsewhere.