Our Team
Mark J. Aubry
managing Director
Mark J. Aubry is a well-known financial educator who has developed a
specialty in teaching business owners and investors how to take very
confusing and overwhelming topics, simplify those topics and make
them applicable to his clients’ individual situations.
Throughout his professional career,
Mark has educated both business owners and investors on basic
economic principles and their effects. Clients have used Mark’s
strategies to minimize income taxes, properly transition businesses,
leverage the value of their businesses to create personal wealth and
take control of their investments and financial futures. Mark has
also consulted to planning firms and broker-dealers on moving one’s
practice from a commission-based platform to that of a fee-based
platform.
Mark founded Aubry Financial Group,
the predecessor to Aubry & Eustice, because he believed that
business owners and investors were not receiving the education,
advice or coaching they needed to help ensure both current
protection and future security for themselves and their families.
Having been connected to small
businesses for most of his life, Mark owns and operates Aubry &
Eustice, founded and operated AUBALL Camps while in college and is
part owner of Aubry Electric, Inc, his parents’ business. There are
five generations of business ownership in his family and because of
these experiences, he has seen first hand both the joys proper
planning and the pains improper planning can bring to a business
owner and his/her family.
Coming from an entrepreneurial,
family-business background, Mark realized at a young age that
protecting one’s business and securing one’s future was essential.
In fact, it was this realization, coupled with the desire to help
business owners and investors achieve financial clarity that
prompted the decision to initially concentrate the firm’s efforts on
the unique needs of the business owner and the business owner’s
family.
Mark speaks regularly to business
organizations, athletic programs and on college campuses. He has
appeared on television more than fifteen times discussing financial,
investment and business planning topics. Mark is a Certified Estate
Advisor, Wealth Management Specialist and is a member of the
National Association of Financial and Estate Planning.
A graduate of Illinois Wesleyan
University with a Bachelor of Arts degree in History, Mark was an
outstanding high school athlete and All-Conference and All-Region
collegiate basketball player, Mark was inducted into the Illinois
Basketball Hall of Fame in April of 2007. He still holds several
high school, college and state of Illinois records.
Mark and his wife, Sarah, live in
Normal, Illinois with their daughters, Danielle and Elisabeth.
James B. Eustice
Business & Finance Director
 Jim Eustice is a well-known advisor
to small business owners. Over 500 hundred small business owners and
individuals have received advice from Jim over the past 15 years.
Through his practice, Jim has developed a specialty of teaching
small business owners and individuals how to take control of their
financial futures. An expert advisor
and counselor in helping small business owners and individuals gain
clarity, purpose and advice when it comes to complicated planning
and investing issues, Jim started his advising career as a small
business lender where he was one of the most respected small
business lenders in the state of Illinois. Jim has taken his ability
to understand the struggles of the small business owner, uncover
areas in which small business owners are most financially exposed
and teach them how to take very simple steps to ensure current
protection and future security for themselves and their families.
Jim is actively involved in his community. He has served in numerous
functions for Marquette High School, the Reddick Mansion
Association, Junior Achievement, YMCA, Ottawa Youth Football, and
Ottawa Girls Fast pitch. He even served as a volunteer football
coach for Marquette High School for 12 years before becoming the
Head Coach in 2005.
Jim’s hobby, when he is not helping
clients feel more secure about their financial futures, is coaching
the Marquette High School football team. Marquette is the same high
school that Jim led to the state championship game as the
quarterback during his playing days. An accomplished high school
athlete, Jim broke numerous high school and collegiate total offense
and passing records. He was an All-Conference and Honorable Mention
All-America Football Player at Southeast Missouri State University,
where he earned a Bachelor of Science degree in Business
Administration and Finance.
Jim lives in Ottawa, Illinois with
his wife Cathy and their three children, Sydney, Bryant and Carly.
Jeff Kaufmann
Insurance and Planning Director
Jeff Kaufmann joined Aubry & Eustice in June of 2008 after working
as a case manager with C & S Partners Group, LLC. With a background
in teaching and coaching, Jeff’s addition to the Aubry & Eustice
team brings a tremendous value to the firm and, especially, clients.
As the Insurance and Planning Director, Jeff understands the
delicate balance required for a family to feel confident in the
security of their financial future, as well as having peace of mind
should circumstances arise beyond one’s control. Planning for
confidence, security and peace of mind is Jeff’s highest priority
for our clients. He has seen how proper planning can allow a family
to take control of their financial future and how improper planning
can lead to frustration and insecurity.
Jeff’s ability to effectively communicate adds tremendous value to
our firm as he is responsible for the oversight of financial plan
development and processing of all insurance-related issues involved
in the Aubry & Eustice financial planning process, Scarcity to
Abundance. Jeff also serves as the editor for all of the firm’s
written communications, such as client letters,
blog postings and The
Quarterly Review, the Aubry & Eustice newsletter.
When he is not helping provide security for our clients’ financial
futures, Jeff can be found coaching his children’s baseball and
volleyball teams. An outstanding high school basketball player at
Woodstock High School, Jeff started his college years onthe Winona
State basketball team before becoming a founding member of the
University’s men’s volleyball team. Jeff studied Mass Communications
before finishing his Bachelor of Science degree in Mathematics. Jeff
enjoys most outdoor activities, camping, music, and spending time
with his family.
Jeff lives in Woodstock, Illinois with his wife Tara, and their 5
children, Alexandra, Isaac, Jordan, Matthew and Hannah.
Joel Koppenhoefer
General Counsel
 Joel M. Koppenhoefer,
a Partner
with Tessitore & Koppenhoefer, P.C., is the General Counsel for
Aubry & Eustice. His practice focuses on estate
planning, corporate law, wealth preservation and commercial
litigation on behalf of all types of commercial entities and
entrepreneurs. Both as a trial and
appellate lawyer, Joel has substantial experience with the
prosecution and defense of multi-million dollar and other "high
stakes" litigation in state and federal courts throughout Illinois.
In particular, he has litigated numerous cases involving UCC and
contract-based matters, patent infringement claims, professional
liability, and general tort liability, including overturning a $20
million dollar punitive damages award on appeal.
Joel was awarded his Juris Doctor
degree from the University of Illinois College of Law, where he
graduated Cum Laude. He earned the same honors upon being awarded
his Bachelor of Science in Finance from North Central College in
Illinois. He has also recently completed coursework in a Master of
Laws program at the University of Miami School of Law.
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