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Helping people with clarity and pursuit of financial success.   

Jay and Carrie have always emphasized helping people above all, and their example has contributed to the evolution of a whole new way of working with people within the financial services industry. Born out of distinctly different industries, Jay and Carrie Weyers combined their unique talents in 2000.  Jay had an award winning career at Thrivent Financial for Lutherans when Carrie left the food industry to manage his office.  In 2003, they joined New England Financial and continued a rewarding practice helping people achieve their financial goals.  Jay and Carrie have come to recognize that their own individual skill sets compliment each other and provide quality products for their clients. In 2008, they went to Financial Partners to begin a new chapter in their professional lives by establishing Weyers Financial Partners.

 In 2009, Scott McKeever joined Jay and Carrie in their agency, bringing an extensive securities background derived from working at New England Financial, LaSalle Bank, Bank of America and First Midwest Bank.

Joining forces has allowed them to blend their complimentary talents to genuinely help people in rich personal and meaningful financial ways.  To honor the partnership, they are now known as Weyers McKeever Financial Partners.  

 In 2015, Jay, Scott and Carrie joined National Life Group and Equity Services, Inc. August of 2017 started an affiliation with Lake Shore Financial Group based in Chicago, Illinois.

 

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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