Jeffrey J. Gritis, CFP®

As a Wealth Manager and LPL Registered Principal at Bentley Financial Group, my primary responsibility is to serve as your personal financial advisor. I specialize in comprehensive, customized financial planning within the areas of wealth management, retirement, tax, estate, insurance, and education planning. With over 20 years of experience in the financial services industry, I have honed my expertise to endeavor to provide the highest level of service and guidance to my clients.

I graduated from the University of Iowa with a Business Administration degree. I worked in the insurance industry before joining Bentley Financial Group in 2005. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER® designation in 2007 and became an Enrolled Agent® (EA®) in 2014. 

I currently live in Glen Ellyn, Illinois, with my wife, Andrea, our two children, Ryan and Jennifer, and three dogs. I enjoy seeking out new adventures and making memories. With a "you don't know what you don't know" mentality, I find myself exploring new travel opportunities and activities.  I enjoy motorcycle riding, hiking, attending sporting and concert events, and international travel.