In 1982, Jim founded and ran Woodfield Planning Corp. WPC was involved in personal and corporate financial planning along with residential mortgage banking. In 2011, Woodfield Planning Corp. was sold to Wintrust Mortgage. The financial planning portion of the business was separated into Woodfield Financial Advisors, Inc. and relocated to Deer Park, IL.
As president of Woodfield Financial Advisors, he has guided his clients to financial freedom for over 37 years. His passion in financial planning is coming up with creative and easy to implement solutions to benefit a full array of accumulating individuals, business owners, and retirees. His unique experience of personally running multiple businesses in the past gives his advice that extra edge. Jim graduated from the University of Tulsa in 1978. He has been a CERTIFIED FINANCIAL PLANNER™ Professional since graduating the College for Financial Planning in Denver in 1988.
"It is very satisfying to work with clients for over 20 or 30 years building wealth and then to see them enjoying our success in retirement."
Jim and his wife Jan are avid boaters. Completing the Great Loop in August 2016. Ask for Jim by name when calling our main line 847-726-9600.
A Navy veteran and Vice-President at Woodfield Financial Advisors, Fred has devoted his efforts to help clients feel comfortable with their financial futures since 1988. The passion for his work can be reflected in the many personal relationships he holds with clients that are considered his friends.
Fred has been a CERTIFIED FINANCIAL PLANNER™ Professional since 1993 and also holds licenses in life, accident, and health insurance.
Outside of the office, you’ll find him spending time with his grandchildren, relaxing at his Wisconsin cabin, and collecting antique shotguns.
To contact Fred, please ask for him by name when calling our main line 847-726-9600.
Don met Jim in 1986 and shortly after began his career at Woodfield Planning Corp. His position was included in the sale of WPC to Wintrust in 2011. At Jim’s urging, he returned to Woodfield Financial Advisors in mid-2014. As Vice-President at Woodfield Financial Advisors, Don believes that his eye for detail gives him an edge in his objective to provide unrivaled service to clients.
Don is a CERTIFIED FINANCIAL PLANNER™ Professional and holds a B.S. in Finance from Northern Illinois University. He is FINRA Series 7 and 66 licensed in addition to life, accident, and health insurance.
Outside of the office, Don’s interests include golf, playing baseball and in his spare time, keeping up with his yard and working around the house.
To contact Don, please ask for him by name when calling our main line 847-726-9600.
Since 2015, Martin specializes in technical analysis of strategies to improve the financial picture of his clients. He has a unique outlook on financial planning for his business owner clients, as his father's company builds custom homes, and his father-in-law owns a manufacturing firm employing 50+ people.
Martin graduated from Iowa State University with a B.S. degree in Finance. He completed his FINRA Series 65 certification and is a licensed producer for Life and Health Insurance by the NIPR. He is a CERTIFIED FINANCIAL PLANNER™ Professional and studied for his coursework requirement at Northwestern University.
He is also fluent in Polish and has many Polish clients as a result.
Outside of work, Martin loves spending time with his wife, 2 kids, and friends. He has a passion for cars and motorcycles.
To contact Martin, please ask for him by name when calling our main line 847-726-9600.