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Educational Consultants
1001 Ogden Ave.
Suite 203
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

We gladly use video conferencing for clients who are unable to meet in person.

Billie Jo Weis

Billie Joe Weis received her BA in Accounting from San Jose State University and quickly attained her CPA license. She has over 20 years of experience in accounting and finance at a variety of companies including Symantec Corp, Thomas Weisel Partners (a San Francisco investment firm), and several Silicon Valley startups.  Her most recent experience has been in small business bookkeeping, family budget analysis and individual/small business tax return preparation.

Billie Jo is a mother of three children in middle school.  With a passion for family success, she has devoted the past 12 years to her boy’s athletic, social and academic lives, including volunteer work at her children’s schools with such programs as Junior Achievement. Billie Jo is driven and passionate about helping families with financial strategies on how to find the most cost-efficient options to pay for college. With three children soon to enter high school, Billie Jo knows first-hand the challenges and concerns of preparing for the cost of college.

I’m here to answer any questions you might have about the financial aspects of getting into a great college program. Feel free to contact me using any of the following methods:

Complimentary Consultation: Click here to schedule