Focus: Insurance Strategies, Special Care, Investment Strategies, Business Owners
John Ocwieja, Personal and Business Specialist with The Hoopis Financial Group in Chicago, knows a thing or two about financial strategies for family businesses. It’s not just because he’s earned the designation of Certified Family Business Specialist; it’s literally in his blood – his family has owned a successful manufacturing and wholesale distribution company for eight decades. John’s mission is to help people achieve financial success for themselves, their families and their businesses. Whether the need is for key employee retention or a benefits package, or a business owner’s individual retirement or estate plan, John knows the rules, the challenges and fine points to provide his clients with solid strategies based on his extensive knowledge and experience.
Throughout the Chicago area and major metropolitan markets, John is known for his expertise, professionalism and highly trusted advice. For nearly 15 years he has guided family business owners, business partners, and corporate management with plans to help protect their businesses, provide employee and executive benefits, create a succession plan, and prepare for any challenges the future may bring.
In addition to his work with family-owned and closely-held businesses, John has earned the designation of Chartered Special Needs Consultant, specializing in providing financial services for families with special needs. He has a thorough understanding of, and many years of experience in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families.
John chose to affiliate with Massachusetts Mutual Life Insurance Company (MassMutual) because MassMutual’s long history of providing value and superior service to customers fit well with his own business model. He’s been very successful as a financial professional; a perennial qualifier for the company’s prestigious Blue Chip Council and Top of the Council awards. John has been quoted and featured in Best’s Review, the Chicago Tribune, and the Wall Street Journal. He is a widely sought speaker, discussing topics such as generational family wealth, business planning, succession planning, exit strategies, executive compensation, risk management and tax-advantaged strategies.
John is active in his community as a member of the Board of Directors of the Chicago Chapter of St. Jude’s Children’s Research Hospital. He’s a member of the Entrepreneurs Institute in Chicago, and a sponsor of, and lecturer at the Loyola University Family Business Center. A graduate of Indiana University, he has continued his education with industry related courses in investment management, economics, financial planning and risk management, and is currently working toward Chartered Advisor in Philanthropy and Retirement Income Certified Professional designations from The American College of Bryn Mawr, PA. A Chicago resident, outside of work John enjoys fine dining, travel, theatre and attending sporting events, and spends much of his non-work time in San Diego.
John’s relationships with his clients are so strong that they often go far beyond business to friendship. His clients – his friends – trust and respect the level of service he provides and can verify the importance of that trust.
"I have had the pleasure of working with John for over 10 years. In that time, he has proven to be a talented specialist with shrewd business acumen. John has an innate ability to decipher the complex machinations of finance and more importantly, he can relay that information in an easily understandable way. Moreover, he is easily accessible to his clients and is extremely attentive to their needs and financial goals. You cannot find a more competent professional."
— Srikumar Pillai, MD Chief of Pediatric Surgery Rush University Medical Center Chicago, Illinois
"John delivers, is efficient and has a high level of integrity. He will put the best strategy together for you and if someone else has a better strategy he will not be shy in recommending a better option even if it is from a competitor."
— Tom Ablum, Managing Partner/Founder Franklin Street Capital Chicago, Illinois
"As my financial specialist, John has been right on the money. It's not just the what he helped me accomplish with my personal wealth, it's the way he guided me in my personal day-to-day financial management. I'm grateful for his honesty and humor in all our conversations. I think John has to be on your radar if you are looking for a wealth mgr. or looking to change."
— Jeffrey Cline, Founding Partner at BCU Risk Advisors
"John is one of those unique individuals that is not only extremely intelligent but also knowledgeable of the changes taking place in his industry. He leverages these assets to carefully consider the financial counsel he provides. Because of John, and his guidance, my husband and I have achieved more in the past six months financially than we had on our own in the past. I would highly recommend John to anyone who is serious about creating long term wealth and minimizing financial risk."
— Marlene C. Franke, CPA, Partner Ostrow, Reisin, Berk and Abrams Public Accountants Chicago, Illinois
"I found John’s financial approach to be very innovative in that his program incorporates a more comprehensive view of my overall financial needs. Not only does John’s approach look at ways to increase my wealth, but emphasizes protecting the wealth I have already accumulated. I am very pleased with the value John has added to my personal wealth management and would highly recommend his program to anyone."
— Jay Madary, President and CEO JVM Realty Corporation Oak Brook, Illinois
"John is outstanding. He possesses the incredible ability to listen to his clients, read between the lines and structure an actionable strategy that delivers results beyond one's expectations. He has an impressive network of professionals to assist in addressing all of my personal and financial needs."
— David Bear, President Bearco Management/McDonald’s franchisee Elgin, Illinois
"I have known John for over 12 years as a financial professional and have been working with him for about 3. John has been essential in helping me plan a simple and effective financial strategy insuring my cash flows and minimizing tax implications. I found John to be a great sounding board for other business strategies as well by tapping into his vast financial and business experience and contacts. John is driven by a desire to provide a good product and high level of service. And he accomplishes this with a high level of integrity."
— Stephen Braun, President and Chief Operating Officer Hometown America LLC Chicago, Illinois
"John has been a pleasure to work with over the last 11 years, he continues to over-deliver. He knows the industry very well and works hard to help his clients make well informed choices."
— Michael Durkin, MD President Hinsdale Orthopedic Associates Hinsdale, Illinois
“ I am continually pleased with the level of John’s work. He is committed, creative and always a valued resource for managing my family’s wealth. I know that I have eyes in the back of my head with John AND an early distant warning system. It is his business to be constantly thinking about me, and that is very reassuring.”
- Jonathan Wang, Managing Director Merrill Lynch Capital Markets New York, New York
"I met John in 1999 and have been a client of his since 2000. Prior to working with John, I had not connected with a financial professional with whom I felt comfortable discussing or implementing my long-term financial strategy. I have been very pleased with John’s unique and comprehensive approach, and look forward to our regular talks on estate planning, my insurance portfolio and business in general. John has introduced me to a number of people who have become colleagues and friends, and who are actively involved with growing my company. From 2006 through 2009, John helped me work through a number of significant financial issues, both professional and personal, created by an extended illness. He has been both a guide and friend, and spent a great deal of time strategizing with me to ensure that both my wealth and family were protected. His insurance and financial counsel from 10 years ago paid very real dividends during an intense and stressful period in my life. I have recommended John many times in the past to friends and colleagues, and I have no hesitation recommending him as an honest and exceedingly competent financial specialist."
— Pat Corrick, Managing Partner/Founder The Farran Group Missoula, Montana and Chicago, Illinois
John Ocwieja is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC.
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300 South Wacker Drive Suite 2000
Chicago, IL 60606