Jeffrey M. Antos, CPA, CWS
Jeff spent his formative years at Antos Advisors, the tax firm established by his father in 1973. He and his younger brother, Timothy, would often perform odd jobs around the office for their dad, and discussions around the family dinner table often centered on the business. Seeing how his father’s work helped clients was a part of Jeff’s daily life, and it wasn’t long before he decided he wanted to do the same.
Jeff attended Northern Illinois University, where he received his Bachelor’s degree in Finance, followed by his CPA license. In his work as a CPA, Jeff continually noticed financial missteps on his clients’ tax returns—little mistakes that added up to long-term financial consequences. Of course, by the time he was finding these mistakes on their tax returns, it was too late for him to help his clients avoid them. Recognizing his clients’ need for better financial guidance, he decided to jump into financial services and planning.
In 1988, Jeff took over Antos Advisors and expanded the firm into the financial services industry, forming Antos Wealth Advisors, where he is now the President and Senior Wealth Manager. He continues to provide exceptional financial guidance and education to his clients, with an emphasis in retirement and tax planning, and serving business owners.
A Chicago native, Jeff still lives in the area, making his home in the Northshore community with his wife of nearly 30 years, Diane. Together, they have adult twins—Sara and Matthew. Jeff enjoys reading and working, as well as discovering new foods and wines. Family is central to his life, and is a key motivator in helping others to protect and provide for their own families.
In addition to his CPA license, Jeff has received his FINRA Series 7, 26, 63, and 65 securities registrations and his Illinois Life, Health, Long-Term Care, and Annuity licenses. He has also earned the Certified Wealth Strategist® designation through Cannon Financial Institute and is working to receive his Certified Financial Planner® designation.