Our Approach

At KDM, we combine years of experience and a tried and true investment philosophy with the latest research to create the best plan.
We design and manage custom portfolios by combining the latest academic and behavioral finance research, as well as the newest developments in the financial services industry. Our portfolios are broadly diversified and are tailored to provide the best risk/return combination for your specific situation.

Our primary focus is on helping you reach your goals. To accomplish this, our methodical, detail-oriented advisors create a unique plan for you. Curious about what our process looks like?

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.

But 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.
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.