About

We Specialize In:

  • Wealth accumulation – living comfortably while meeting long-term goals such as retirement and children’s education.
  • Survivorship – protecting our families against financial hardships resulting from premature death.
  • Disability income – protecting our ability to earn income — everyone’s greatest single asset.
  • Fringe benefits – making use of the qualified and non-qualified benefit plans currently available to us.
  • Estate planning – maximizing assets, minimizing taxes, and being certain our estate assets will be distributed the way we want them to be.
  • Business continuation – protecting a business should the owner(s) or key employees become disabled or die prematurely.
  • Executive Benefits for hospitals and businesses

Jon Schlenker

President, Kabri Financial

Jon D. Schlenker helps deploy strategies for individuals and families similar to those being used by top executives and the wealthy elite so that more Americans can benefit from these tax savvy opportunities permitted in the tax code.

As President and Founder of Kabri Financial Group, Jon Schlenker works with clients and corporations to identify their financial security needs and then designs strategies that can help make their goals a reality. He is also a partner of Strategic Financial Group, a network of experienced professionals with total combined experience of over 100 years. As a partner of this company I believe firmly that there is much wisdom in the counsel of many. Furthermore, I believe that it is important to specialize in few things and do them well. That is why we have a team approach with each member bringing specialized skill-sets to the table. We specialize in the following:

  • Wealth accumulation – living comfortably while meeting long-term goals such as retirement income and children’s education.
  • Survivorship – protecting our families against financial hardships resulting from premature death.
  • Disability income – protecting our ability to earn income — everyone’s greatest single asset.
  • Fringe benefits – making use of the qualified and non-qualified benefit plans currently available to us.
  • Estate planning – maximizing assets, minimizing taxes, and being certain our estate assets will be distributed the way we want them to be.
  • Business continuation – protecting a business should the owner(s) or key employees become disabled, or die prematurely.
  • Executive Benefits for hospitals and businesses

Sharon Schlenker

Office Manager, Kabri Financial

Sharon is responsible for overseeing the day-to-day office operations, executing company events, scheduling appointments, and connecting with clients. Prior to her position with Kabri Financial Group, Schlenker worked as an administrator within Naperville and has taught in districts such as Naperville 203/204, Kaneland 302, and Aurora 131. Sharon earned her Educational degree from the University of Illinois Champaign/Urbana and her Master’s in Educational Leadership from North Central College, Naperville. In her spare time, Sharon enjoys dancing, gardening, painting, viewing her daughters’ track/cross country college meets, and traveling with her husband.

Jeff Goodman

Product Support Specialist

Jeff Goodman, a Warrenville, IL native, earned his Bachelor of Arts degree in marketing from Taylor University while involved in performing arts and four years playing football. After working with one of the largest investment management firms in the country, he realized an unfortunate gap in financial education for those preparing for retirement. Over the last decade he’s sought to help people uncover ways to potentially grow their assets while reducing risk. He believes it is not only what you make, but what you keep, that creates long term wealth. At Kabri Financial he works behind the scenes, specializing in product positioning and analysis, working toward helping people worry less about money.

He is a husband to his lovely bride of (close to) 7 years, a father of three (and one on the way!), and part-time staff as Sports Ministry Coordinator at Grace Church of Dupage, where his family is heavily involved.

Justin Jones

Case Manager and Kaizen Specialist

Justin has been in the insurance and financial services industry for nearly 18 years, always with a focus on putting clients in their best possible position. After honing his skills out of college with a position at a major insurance company for nearly 10 years, Justin jumped into the retail space and used the knowledge gained by working inside the walls of an insurance carrier to help clients experience the retirement they’ve always wanted. Justin has a focus on advanced planning utilizing life insurance solutions. Premium financing, leveraged solutions, estate and estate tax planning, business insurance and high end income planning are all areas of expertise.

Justin is a graduate of the University of Illinois at Urbana/Champaign and holds a Life/Health license in OH, GA, MN and CA. Justin and his wife Jennifer have been married for 14 years and have 2 children, Jameson (13) and Juliana (9) along with their 3 dogs. The children are heavily involved in baseball and cheerleading, so most of his free time is spent at a baseball or football field. If there’s any time left after that, he enjoys playing golf and watching the Cardinals or Vikings play.

Michael LaCava

Attorney, LaCava Law Firm, LLC

Attorney Michael LaCava has a remarkable passion for helping people navigate the intricate realms of real estate and estate planning, and his journey is a testament to his unwavering dedication to both his professional pursuits and his role as a devoted family man.

Since 2013, Michael has honed his skills to become a trusted advisor for individuals seeking guidance in their property transactions and estate planning endeavors. His expertise extends beyond the technicalities of the law, as he is genuinely committed to understanding his clients’ unique needs and ensuring their financial and legal well-being.

Outside the professional realm, Michael finds comfort and joy in his role as a family man. He is a loving husband to his wife, Melanie, and a devoted father to three awesome kids. In his free time, you’ll find Michael and his family immersed in a variety of activities. From camping trips that bring them closer to nature, to fishing adventures that instill a love for the outdoors, to sporting events where  Michael enthusiastically cheers on and coaches his kids in their various sports, Michael cherishes these moments as opportunities to connect and share his life’s journey with family and friends.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.