About Weyers McKeever Financial Partners
1996
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.
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.
2008
In 2008, they began a new chapter in their professional lives by establishing Weyers Financial Partners.
2009
WMFP started 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.
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.
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.
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.
2021
the team added Maggie Gomez as an Administrative Assistant and Candy Carrasco took on a new position as our Marketing Coordinator.
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.