Jeff St. John serves a diverse clientele of individuals, families and small businesses by working with them in partnerships that help them become better stewards of their financial resources. As a Managing Director and Wealth Manager at Sheridan Road, 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 listening to understand the client’s financial situation, prioritization of life goals and overall tolerance for risk. This information is then used to design a holistic plan to financial wellness, incorporating retirement and education funding goals, investment strategies, insurance needs, and estate planning roadmap. Maintaining regular contact with clients allows Jeff to immediately address any concerns and make financial planning and investment adjustments as they pass through different life stages.
Jeff has partnered with clients to help them pursue their financial goals since becoming a financial advisor and wealth manager in 2004. He began his career more than 26 years ago servicing 401(k) plans at a trust company, and he then spent eight years working with an executive benefits consulting firm. Jeff achieved the Chartered Retirement Planning Counselor℠ (CRPC®) designation which denotes competency 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.
An outgoing person who enjoys staying active and meeting new people, Jeff likes many outdoor sports and recreational activities, including running, cycling, and hiking. He has a personal goal of visiting and hiking in all of the U.S. National Parks, many of which he has already visited with his family. Jeff, his wife Julie, and their five children (Jack, Tim, Renee, Aaron, and Joe) live in Northbrook and enjoy their time together as family.
Living and working in the same town gives Jeff the opportunity to focus on community involvement. Jeff is committed to volunteering his time to local organizations. He is an active member of the Willow Creek Community Church – North Shore and volunteers his time to the church as a men’s group leader. He has also served in leadership roles on previous church boards and committees over the years. Jeff has been an active participant on the Northbrook/Glenview School District #30 Citizens Task Force and is a past member of the District #30 Caucus. Through the Northbrook Park District, he has coached several seasons of youth baseball, basketball and soccer since 2006.
Jeff St. John
847-205-9073 ext. 1007