Jeff Osterman

Jeff is a co-founder and CEO of a Chicago-based wealth management firm. With over 30 years of experience in the financial services and investment industries, he and his team help clients develop strategies to retire comfortably. He also conducts retirement planning workshops for companies and their employees throughout the Midwest.

Previously, Jeff was the founder of Kinverge, a 501(c)(3) and national initiative to connect communities around the needs of youth in foster care. He has two grown sons and lives in the Chicago suburbs with his wife, Holly.