About Weyers McKeever Financial Partners
Jay Weyers is the founding partner of the firm. He began his career in 1996 with Aid Association for Lutherans. Aid Association for Lutherans merged with Lutheran Brotherhood in 2002. Jay’s award-winning career at Thrivent Financial for Lutherans created a need for additional client services and Carrie Weyers 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 complement each other and provide quality service for their clients. In 2008, they began a new chapter in their professional lives by establishing Weyers Financial Partners.
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.
WMFP started in 2009, when Scott McKeever joined Jay and Carrie Weyers in their agency. Scott brought an extensive securities background from his working history at New England Securities, LaSalle Bank, Bank of America, and First Midwest Bank. Joining forces allowed them to blend their complimentary talents to genuinely help people in rich, personal, and meaningful ways. To honor the partnership, Weyers McKeever Financial Partners was created.
In 2013, Kasey Cacciottolo came on board to provide administrative support. She works evenings to help the team keep up with the requirements of the growing business.
The business expanded westward to the Rochelle area when a partnership began with John Schinzer in 2013. John’s long and outstanding career in the financial services business where his value of putting clients first made his addition to the team an easy one. As John eased out of the business, the relationship with his beloved community and friendships he has fostered continues as he assumed the role of Business Development in Rochelle, IL.
In 2015, Jay, Scott and Carrie joined National Life Group and Equity Services, Inc. Starting in August of 2017 WMFP started an affiliation with Lake Shore Financial Group based in Chicago, Illinois.
In 2018, Jennifer Yearous was contracted through Lakeshore Financial Group to help with case design. She lives in Washington state, but with the wonderful world of technology, works directly with Jay and Scott as they work on individual cases.
Also in 2018, the team brought on a Director of Marketing, who later transitioned out of the business.
In 2021 the team added Maggie Gomez as an Administrative Assistant and Candy Carrasco took on a new position as our Marketing Coordinator.
In 2022, Matt McCormick joined the team as a Financial Adviser after an award-winning career with Edward Jones. Matt has an extensive educational history, including a bachelor’s degree in mechanical engineering, as well as an MBA. As an Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, Matt will bring his successful career as a Financial Adviser and passion for helping clients with their futures to the WMFP team.
Our Approach
We believe that the best financial plan is a holistic, comprehensive financial plan. We want to know and understand all aspects of your financial life.
Value Creation
Our leadership, creativity, and collaborative client and team process helps our clients build confidence and clarity. Our team of financial advisors has a broad range of capabilities and creative strategies that can help with personal finance and business finance. We collaborate with other advisers to ensure a successful outcome for our clients planning objectives.
We can work with our clients with specific and isolated issues or help them with developing a comprehensive plan. We like to meet people “we they are at” and provide the process that best fits their situation.
Team Organization
Our organizational structure is designed to provide a professional, effective, and efficient client experience.