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About Us

The KDM Approach

At KDM, we draw on years of experience and a proven investment
philosophy, enhanced by the latest financial research, to
develop strategies designed for lasting success.
We create and manage customized portfolios that integrate cutting-edge insights from academic and behavioral finance, along with innovations in the financial services industry. Each portfolio is broadly diversified and carefully tailored to deliver an optimal balance of risk and return for your unique financial goals.

Our top priority is helping you achieve your objectives. To do so, our meticulous, detail-oriented advisors will craft a personalized plan built around your current needs, goals for the future, and unique circumstances.

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Strategic Diversification

At the heart of our investment strategy is an understanding of the advantages of a broadly diversified portfolio. While it's impossible to predict what the market will do on any given day, there are still ways that we can harness its long-term growth and simultaneously protect ourselves from some of the inherent risks of investing. Not only do we put these principles into practice every day in our work with clients, but we also wrote the book on it!

Written by our founder Jeff Martin, Strategic Diversification: Retirement Planning that Works gives you an easy to use road map for retirement saving and investing. It doesn’t matter if you are starting out in your career, or nearing retirement. The book provides a straight-forward method of determining if you are saving enough to live the retirement you envision.

Strategic Diversification doesn’t stop there. It leads you through an investment approach that has been proven effective during good markets and bad over the past 40 years and updates the approach with the latest research on investing. You will also be educated on how to build and manage your retirement portfolio based on your specific situation, taking into account your investing time horizon, risk tolerance, tax situation and necessary return.

Our Team

Jeff Martin, CIMA®
Jeff received a Bachelor of Science degree from the University of Georgia in 1988. After graduation, he joined Acxiom Corporation. He worked in various technical, sales and leadership roles for 17 years. Jeff acquired his Series 65 Certification in July 2005, becoming a Registered Investment Advisor.

Jeff joined Webb Financial Advisors to open and serve as Managing Partner of the Geneva, IL office. The Geneva office experienced steady growth to over 40 clients by the end of 2009. Jeff formed KDM Wealth Management in January 2010, moving his clients from Webb Financial Advisors to the new investment advisory firm.

He earned his CIMA certification in 2017. CIMA advisors receive executive-level education taught exclusively at top business schools including The University of Chicago Booth School of Business, where Jeff learned sophisticated, technical investment concepts and how to apply them. In addition to gaining competency in a variety of investment management and portfolio construction topics, CIMA advisors also undergo training in the ethics of investment management.
Max Martin, CFP®
Max earned a bachelor's degree in economics from Vanderbilt University in 2023 and joined KDM Wealth Management full-time later that year. He holds both his Series 65 license and CFP® certification.

As an advisor at KDM, Max focuses on helping clients develop clear, actionable financial plans that align with their long-term goals. He is passionate about providing personalized guidance and building lasting relationships as clients navigate key financial decisions.
Lauren Schneeberger
Lauren earned a Bachelor’s Degree in Business from the University of Iowa.  She began her career at a human capital solutions company, where she held various positions culminating in a role within Financial Planning and Analysis. In 2012, she chose to focus on growing and raising her family. Now a proud mother of three, she is deeply grateful for the time she was able to devote to her family.
 
As her children have grown, Lauren felt ready to re-enter the professional world. A long-time client of KDM, she has always admired the firm’s values, client-first approach, and genuine dedication to helping people reach their goals. In summer of 2025, when she learned that KDM was seeking additional support in the office, she knew it was the perfect opportunity to join a team she deeply respected. In her current role, Lauren supports the advisors, manages account maintenance, assists with client needs, and oversees daily office operations. She takes pride in connecting with people, building relationships, and helping others achieve their goals—both personally and financially.
Dave Schlesselman
Dave had a successful career in the IT industry, including over 21 years in executive management.  After "retiring" as a Vice President from Acxiom Corporation, he earned his Series 65 license in early 2017 and is now an Investment Advisor Representative with KDM Wealth Management.  

He enjoys helping people get control of their finances and in building and executing sound savings and investment plans.  Dave earned his Bachelors Degree in Business Administration with Honors from the University of Illinois in Urbana-Champaign. He also holds an MBA in Finance which he earned with Distinction from DePaul University.
Sue Heise
Sue earned a Bachelor's Degree in Business Administration from St. Mary’s College in Indiana. After graduating, she worked in corporate accounting at several companies, and then in 1988 joined Richardson Electronics in LaFox, IL, where she spent most of her career as a Corporate Financial accountant.

Sue joined KDM in January 2014 and enjoys interacting with clients and using her organizational skills to keep the office running smoothly. She is responsible for onboarding new clients, handling account maintenance and supporting our advisors.

Interested in learning how our team can help you achieve your financial goals?

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