Disruptive Successor Podcast · 2026-02-17 · 44 min
Jeffrey Condren is a Certified Financial Planner (CFP) and Senior Vice President and Wealth Advisor at Mesirow Wealth Management in Highland Park, Illinois. With over two decades of experience in the financial industry, Jeff specializes in guiding business owners through complex transitions - from business exits to legacy planning. He works primarily with entrepreneurs and multi-generational family businesses, particularly in manufacturing and healthcare sectors throughout the Midwest. His expertise includes tax-efficient wealth strategies, estate structuring, values-based investing, and helping families navigate the challenging conversations around succession planning. Jeff is known for his practical approach to transforming business liquidity into lasting family legacies while addressing the often-overlooked emotional and relational dynamics that can make or break generational wealth transfer. SHOW SUMMARY In this episode, Jonathan Goldhill is joined by Jeffrey Condren, a certified financial planner with extensive experience in wealth management and advising multi-generational families.
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