About Jeff
FOCUS AREAS:
- Investment analysis and implementation
- Financial planning
- Retirement planning
Jeff is the President and owner of Cahill Financial Advisors, Inc. He specializes in providing complex and innovative financial solutions to individuals and families to create a plan designed to realize long-term goals.
Jeff and his wife Alley live in Edina with their four children. He is very active in the Edina community as a member of the Rotary Club of Edina, served as club President in 2014-2015 and currently sits on the board of the Edina Rotary Foundation. He is the current President of the Edina Athletic Booster Club and is a current board member and the Treasurer of the Edina Chamber of Commerce. In addition, he has previously served on the board of the Edina Community Foundation and is currently a Director Emeritus. He is the Past-President of the Normandale Lutheran Church Foundation and a past board member of the Southdale YMCA and is a member of the Financial Planning Association.
EXPERIENCE
- President – Cahill Financial Advisors, Inc.
- Private Wealth Manager – The KNW Group
- Private Client Consultant – Charles Schwab Inc.
- District Manager – Automatic Data Processing, Inc.
EDUCATION
- B.S. Finance - University of Minnesota
- CERTIFIED FINANCIAL PLANNER™
MEMBERSHIPS
- Financial Planning Association
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