Since every client’s situation is unique, Jeff will take the time to get to know you and your needs. He aims for a high level of client care and has a passion for educating those he serves. Jeff holds a Master’s Degree from Wheaton College. He received excellent training and education from a well-known firm before becoming an independent advisor. Jeff has been married to Wendy for 20 years. They have 4 children, ages 19, 17, 15, and 13. Jeff is originally from Ventura, California. He has a love for his local church and baseball.
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John thrives with helping clients work to achieve their goals. His work experience includes financial platform sales to large banks and most recently working as Director of Sales for a senior living company. He also spent many years working as an Administrative Pastor, which included strategic planning, financial management, business administration, operations management, and organizational development. Within this context, John assisted many people with personal financial needs, including debt reduction, cashflow planning, budgeting etc.
John is married to Sarah, who is a nurse. They have four children – three boys ages 13, 9, and 6 and one girl who is 18 months-old. The Gilmore's are actively involved in their church (The Well) and love to spend time camping together.
Jon F. Walker, LPL Branch Development Consultant, has worked in the financial services industry since 1988. He has 30 years of experience as a financial advisor. His role has recently changed from financial advising to business consulting with Milestone Wealth Design by assisting with our high level business planning like marketing strategies.
Insurance is an underserved area of financial planning by many advisors. We wanted to be different. Wendy’s role is to help clients who have insurance needs through each step of the process. She holds Series 7 and 66 registrations through LPL Financial, and an insurance license for the state of Illinois and specializes in assisting clients with their life, disability income protection and long-term care planning needs. Wendy is originally from Newport Beach, California. She also has a degree from The School of The Art Institute of Chicago and loves to surf. Most importantly, her faith is foundational to her life and work.
Diana is a mother of 5 grown daughters and 9 grandchildren. She was a registered nurse and homeschooled her daughters through high school. Recently, she held a position as a bookkeeper and was a secretary for a local church prior to joining us.