As your financial advisor, I work with you to provide comprehensive financial advice and strategies that are centered around your goals.
I am fortunate to work with a select group of high-net-worth individuals and families across the country and spend time travelling to meet with my clients in person, wherever that may be. Through my established process, I work to understand what's most important to you before building a personalized strategy to help you achieve your goals. We will partner together throughout your life to help keep you on track.
In August of 2022, I was named to Forbes Next-Gen Best-in-State Wealth Advisors*. Along with my security registrations, I've earned both the CFP® and ChFC® certifications in an effort to maximize the level of service I provide to my clients. I am also a limited partner with the firm.
My practice intentionally focuses on a select number of very important clients. Those who I work with include, but are not limited to, corporate executives, professional athletes, business professionals and multi-generational families, who have all accumulated significant assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or serve future generations and leave a lasting legacy.
My branch team also includes Kristin Even a very talented professional who has been with the firm for five years. As the branch office administrator, she plays a critical role in my practice and in the lives of our clients. We frequently partner with a team of CPAs, attorneys and other trusted professionals as part of our established process.
On a personal note, I am fortunate to be surrounded with an incredible family. I am the oldest of four with three younger sisters. I met my amazing wife, Vicki, in 2014 and we got married August of 2018. In October of 2021, Vicki and I welcomed our first child, Faye Nicolette Larsen. I graduated from Butler University with a degree in finance, where I was a member and team captain of the university's football team.
*2022 Forbes Top Next-Gen Wealth Advisors Best-In-State in Illinois, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Real Estate
- Outdoor Enthusiast
Phone NumberJeffrey T Larsen at (630) 893-0132
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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