Jeff Wilhelm - Financial Advisor - Northwestern Mutual Wealth Management Co.

My goal is to help my clients become better stewards of their resources and to create financial security through tax-efficient integrated financial planning. My process brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And I'll be there to guide you every step of the way. My role is to be your personal CFO and provide advice and guidance for all of your major life events, I will help you prepare for the future you've imagined and be prepared for the one you haven't.

My planning process isn’t one-size fits all, it’s tailored for each individual client. My approach begins with a discovery meeting to really understand your goals and current situation. This allows me to create customized solutions that match your life stage and financial ability. Your goals and aspirations are unique, so it only makes sense that your financial plan should be, too.

Service to others is at my core. I am very involved in my local community as a member of First Presbyterian Church, an Ambassador for the Greater Macon Chamber of Commerce, Chair of Macon Startupweek, Leadership Macon 2024, and the Rotary Club of Macon.

I'm committed to supporting and advancing the communities we serve and my clients reflect that. I specialize in working with small business owners, physicians, attorneys, and their families.