About Us
You're Serious About Retirement Planning. We Are, Too.
Most financial advisors are going to tell you how different they are. But we believe, in the end, it’s not the “stuff” that makes a difference. It’s how you feel when you walk out of an advisor’s office or hang up the phone after talking with them.
Our team is different because every person on our staff truly cares about your future. We believe in building long-term relationships with the people who choose us to help them pursue their goals.
So whether you’re new to StrategyPoint Financial, or you’ve been with us for years, we’ll make sure that every day you continue to receive the personal attention and service that made you choose us.
And yes, we know that’s not something money can buy.
Our Mission
We’re driven to change the way people think about retirement. We want to educate, inspire and empower our clients to take charge of their financial futures. We understand that planning for retirement can be complicated, so we strive to simplify the process and, most importantly, make it personal.
Our Partnership with LPL Financial
For more than 30 years, LPL Financial has partnered with thousands of financial advisors to provide investment advisory and brokerage services.
LPL Financial gives you the freedom to choose how you want to work with us by offering industry-leading research, comprehensive solutions and access to robust technology—all backed by powerful account management. As we work with you to develop a customized retirement strategy, LPL Financial has the resources and capabilities to bring it to life.
Together, we can help you retire on your own terms.
Our Team
Jeff Osterman
Founder & CEO
Jeff has spent over 30 years in the financial services industry and started as a Financial Advisor with Merrill Lynch in the late 1980’s. He went on to manage bank and credit union investment programs throughout the Midwest before founding StrategyPoint Financial and developing the Strategic Retirement Workshops, which he and his team currently deliver both online and in-person.
Jeff currently holds FINRA Series 7, 24, 63 and 65 registrations through LPL Financial, as well as Illinois Life, Accident and Health insurance licenses.
Jeff is a die-hard Cubs fan who lives in Downers Grove, IL. He and his wife, Holly, have two grown sons and a pandemic puppy named Jack (Holly’s idea).
Bobbie Helman
Onboarding & Relationship Specialist
Bobbie has over 20 years of experience in banking and investment services, having started with Kemper Funds as a staff accountant in the mid-90’s. She continued in as a financial analyst before becoming a licensed financial advisor. In her current role, she works directly with clients to review and update accounts, as well as behind the scenes to help things run a little more smoothly.
Bobbie holds FINRA Series 7 and 66 licenses through LPL Financial and is an Illinois Life and Health Insurance Producer.
Bobbie was born and raised in the Chicago area and currently lives in southwest suburbs with her husband and four kids. She loves working out and long runs, sometimes accompanied by her loyal dog, Sunny Bunny.
Our Team
Jeff Osterman
Founder & CEO
Jeff has spent over 30 years in the financial services industry and started as a Financial Advisor with Merrill Lynch in the late 1980’s. He went on to manage bank and credit union investment programs throughout the Midwest before founding StrategyPoint Financial and developing the Strategic Retirement Workshops, which he and his team currently deliver both online and in-person.
Jeff currently holds FINRA Series 7, 24, 63 and 65 registrations through LPL Financial, as well as Illinois Life, Accident and Health insurance licenses.
Jeff is a die-hard Cubs fan who lives in Downers Grove, IL. He and his wife, Holly, have two grown sons and a pandemic puppy named Jack (Holly’s idea).
direct: (630) 352-6943
[email protected]
Bobbie Helman
Onboarding & Relationship Specialist
Bobbie has over 20 years of experience in banking and investment services, having started with Kemper Funds as a staff accountant in the mid-90’s. She continued in as a financial analyst before becoming a licensed financial advisor. In her current role, she works directly with clients to review and update accounts, as well as behind the scenes to help things run a little more smoothly.
Bobbie holds FINRA Series 7 and 66 licenses through LPL Financial and is an Illinois Life and Health Insurance Producer.
Bobbie was born and raised in the Chicago area and currently lives in southwest suburbs with her husband and four kids. She loves working out and long runs, sometimes accompanied by her loyal dog, Sunny Bunny.
direct: (630) 534-6000
[email protected]
Curt Magurean
Wealth Advisor
With over ten years of experience in the investment industry, Curt partners closely with individuals and families to develop comprehensive retirement strategies. As a Certified Plan Fiduciary Advisor (CPFA), he’s also demonstrated knowledge & expertise in working with corporate retirement plans and has the ability to help plan fiduciaries manage their responsibilities.
Curt holds Series 7, 63 and 65 licenses through LPL Financial and is also an Illinois Life and Health Insurance Producer.
Curt grew up in Indiana and recently moved from Chicago to the southwest suburbs with his wife, Mary. They recently welcomed Louie, also a pandemic puppy (it’s a theme), and have spent considerable time training, and cleaning up after, the new addition.
direct: (219) 776-5772
[email protected]
Contact Us
1155 S Washington Street | Suite B300
Naperville, IL 60540
T: (630) 534-6000
©2022 StrategyPoint Financial LLC. All Rights Reserved.
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