Jay Cunningham, CFP®

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Managing Director – Investments
Cunningham, Gregory & Hoppe Wealth Management
400 S County Farm Rd
Ste 100
Wheaton, IL 60187

jay.cunningham@benjaminfedwards.com
Phone: 630-313-2449

My Professional Approach

As a financial advisor and managing director of Cunningham, Gregory, & Hoppe Wealth Management at the Wheaton, IL, office of Benjamin F. Edwards & Co., my mission is to help clients build, manage, preserve, and transition their wealth in accordance with their highest dreams and visions.

Just as a conductor leads and directs an orchestra to create unified and harmonious music for an audience, I utilize the resources of my team along with our firm’s extensive investment product and financial services resources to create unified and harmonious plans for my clients. I provide trusted advice and exceptional service.

By listening well to what is important to clients, I assist them in identifying and prioritizing their financial goals and dreams. Together with my team, we help develop, implement, and monitor a plan to help them pursue those goals.

My Background

With more than 38 years’ experience as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™ Professional, I can help you build a diversified portfolio by selecting investments that fit well with your objectives and risk tolerance.

Paige is my bride of 44 years. We have three terrific children: Kelsey (Stephen), Jameson (Paige), and Joel (Kelli). We have five grandsons (Samson, Ezra, Rian, Uriah, and Grey) and two granddaughters (Bea and Louisa).

In my free time I create photo/videographic events for not-for-profit organizations. I love walking with my bride, skiing, cooking, travel, singing, and encouraging others in their walk of faith. I also serve on the board of Americans United for Life, and as a deacon at my church.

Education

  • Taylor University, Bachelor of Arts in Communication and Theatre Arts
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), 2006*

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.