Jeff Birch, MBA is an Associate Financial Advisor with Kingsview Partners, based in Chicago and serving clients nationwide. Originally from Valparaiso, Indiana, Jeff earned both a B.S. in Finance and Real Estate and an MBA from Indiana University’s Kelley School of Business. He brings more than 20 years of experience across personal and commercial finance, with a career that has spanned credit card operations, real estate, and corporate budgeting and analysis — including leadership roles at JPMorgan Chase and American Express.
A Practical, Clear Plan for Real-Life Transitions
Jeff works with clients navigating major life transitions — career changes, liquidity events, real estate decisions, and long-term retirement planning. He approaches planning like a “financial quarterback,” aligning strategy and execution into a cohesive plan that’s built for real life, not just spreadsheets. Clients value his ability to translate complex concepts into clear, actionable guidance, and his emphasis on transparency, thoughtful analysis, and long-term decision-making.
“I’ve always had a passion for personal finance and helping people achieve their goals. This work lets me bring both together and build relationships that grow over time.”
Life Outside the Practice
Outside of work, Jeff enjoys skiing, golf, and outdoor travel. He also plays piano, enjoys theatre, and loves exploring cities on foot. Friends and family know his signature move: suggesting a walk instead of a drive — even if it means walking an hour each way — because it’s how he clears his head, notices what most people miss, and takes in the world at a slower pace.