Jay Weyers, CFP®, CLU, ChFC, MBA in

Jay Weyers, CFP®, CLU, ChFC, MBA

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Partner and Financial Planner at Weyers McKeever Financial Partners
📍 Crystal Lake, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Partner and Financial Planner
Location
Crystal Lake, Illinois, United States
Personality Overview

How Jay shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jay cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2008
Partner and Financial Planner
Weyers McKeever Financial Partners
8-2008 - 11-2015
Investment Advisor Representative
OneAmerica
4-2003 - 8-2008
Financial Adviser
New England Financial
4-1996 - 5-2003
Financial Representative
Thrivent Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1989
MBA
St. Ambrose University
1977 - 1981
Business Administration and Hospital Adminstration
Concordia College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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