Jeffrey W. Otway, CFP®
Founder, Transition Point Planning
jeff@transitionpointplanning.com
Jeff Otway founded Transition Point Planning around a simple belief: Money moves when life moves. Whether someone is preparing for retirement, navigating a loss, receiving an inheritance, or starting a new chapter, Jeff believes financial planning should help them understand their options and move forward with confidence.
His approach has roots in education. Jeff earned his Bachelor of Arts in Social Sciences/Secondary Education from Saint Xavier University in Chicago. That foundation continues to shape how he works with clients: listening carefully, explaining complex ideas in understandable terms, and helping people feel comfortable asking questions.
Over approximately 15 years in financial services, Jeff has held roles at JPMorgan Chase, TD Ameritrade, Edelman Financial Engines, and Edward Jones, where he served clients from 2020 until founding Transition Point Planning in 2026. These experiences deepened his understanding of investing and financial planning—and helped shape his vision for a practice built around personal relationships and the decisions that matter most in clients’ lives.
Transition Point Planning brings that vision to life. Jeff takes the time to understand each client’s family, priorities, and concerns before developing a financial strategy. Investments are an important part of that work, connected to a broader plan that evolves as life changes.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, Series 7, and Series 66 securities registrations through LPL Financial.
Outside of his practice, Jeff lives in Frankfort, Illinois, with his wife, Laura, and their three daughters. He serves as a Trustee for the Frankfort Public Library District and is a member of the Frankfort Lions Club. He enjoys playing guitar, cooking, reading, and spending time with his family. His roles as a husband, father, and community volunteer reinforce the perspective he brings to his work: financial decisions are personal, and a thoughtful plan starts with understanding the people behind them.