Jeffrey Dils

Financial Advisor

After a successful career spanning over 35 years in technology services and consulting, Jeff transitioned into financial planning, allowing him to combine his educational background in investment management with his passion for helping others pursue financial confidence and long-term stability. His move to Opes One was a natural fit after years of working with financial planners and experiencing firsthand the value they bring. Not only is Jeff an associate of Opes One, he is also a client.

Today Jeff works closely with clients to develop highly personalized strategies tailored to their goals and circumstances. His approach integrates protection, savings, retirement and legacy planning into a comprehensive and collaborative process grounded in transparency, ethics and trust.

Jeff's perspective is deeply shaped by 20+ years of raising a son with special needs with his wife. Navigating the complexities of Social Security, Medicaid, Medicaid Waivers, Special Needs Trusts, alongside long term financial planning for his family has given him firsthand insight into the unique challenges that families with special needs children face and the importance of having a knowledgeable and empathetic planning partner.

Jeff holds the Chartered Special Needs Consultant (ChSNC) designation from the American College of Financial Executives and maintains FINRA Series 7 and 66 securities licenses, as well as a General Agent - Life, Health and Disability Insurance license.