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 a current board member and treasurer of the Edina Chamber of Commerce and serves in the same capacity at the Edina Athletics Booster Club. 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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