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Jeff Otway

Financial Planner

Jeffrey W. Otway brings more than a decade of experience in financial services to Transition Point Planning. He is passionate about helping clients navigate their financial lives with greater clarity and confidence, developing thoughtful strategies aligned with their goals and priorities. Since 2020, Jeff has worked with clients at Edward Jones, following previous financial roles at TD Ameritrade, Edelman Financial Engines, and JPMorgan Chase. This diverse experience has given him a well-rounded understanding of the financial needs and challenges clients may face throughout their lives.

In addition to his professional experience, Jeff holds through LPL his Series 6, Series 7, and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his Bachelor of Arts in Social Sciences/Secondary Education from Saint Xavier University in Chicago. He takes a personal approach to financial planning, taking the time to understand each client’s unique circumstances, listen to their goals, and develop tailored strategies designed to provide clarity and confidence for the future.

Jeff resides in Frankfort, Illinois, with his wife, Laura, and their three daughters. He is actively involved in his community, serving as a Trustee for the Frankfort Public Library and as a member of the Frankfort Lions Club. Outside of work, Jeff enjoys playing guitar, cooking, reading, and spending time with his family.

Favorite Quote: “The great masses seek but quiet desperation.” – Henry David Thoreau

 

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