Meet The Team
At Bloom Financial, we believe the right team makes all the difference. Our diverse experience in retirement income planning, client service, operations, and digital strategy ensures every client gets both strategy and support. We are committed to purpose-driven wealth planning that feels personal, approachable, and effective.
Our Team
Bill Bloom
Founder & Retirement Income Certified Professional®
Bill Bloom is the founder of Bloom Financial and creator of the Retire As You Desire® Lifetime Plan. A four-time best-selling author, speaker, and host of the Retire As You Desire® Podcast & TV, Bill has guided thousands of conversations on how to retire with confidence and purpose. His philosophy blends wealth strategy, tax efficiency, and legacy planning with a focus on aligning money with life purpose.
Fun fact: Bill loves sailing, running, and traveling with his wife and two children.
Bill Bloom is the founder of Bloom Financial and creator of the Retire As You Desire® Lifetime Plan. A four-time best-selling author, speaker, and host of the Retire As You Desire® Podcast & TV, Bill has guided thousands of conversations on how to retire with confidence and purpose. His philosophy blends wealth strategy, tax efficiency, and legacy planning with a focus on aligning money with life purpose.
Fun fact: Bill loves sailing, running, and traveling with his wife and two children.
Lisa Stephens
Client Relationship Specialist
Lisa is the first point of contact for clients, ensuring every interaction feels seamless and personal. She brings warmth and detail-oriented service to the client experience, making sure that paperwork, scheduling, and day-to-day needs are handled with care.
Fun fact: Lisa enjoys cooking and spending time with her grandchildren.
Lisa is the first point of contact for clients, ensuring every interaction feels seamless and personal. She brings warmth and detail-oriented service to the client experience, making sure that paperwork, scheduling, and day-to-day needs are handled with care.
Fun fact: Lisa enjoys cooking and spending time with her grandchildren.
Shivani Patel
Operations Manager
Shivani keeps Bloom Financial running smoothly behind the scenes. She manages the systems, processes, and workflows that allow the advisory team to focus on clients. Her precision and problem-solving skills ensure every client’s experience is supported by reliable operations.
Fun fact: Shivani enjoys travel with her husband and exploring new cuisines.
Shivani keeps Bloom Financial running smoothly behind the scenes. She manages the systems, processes, and workflows that allow the advisory team to focus on clients. Her precision and problem-solving skills ensure every client’s experience is supported by reliable operations.
Fun fact: Shivani enjoys travel with her husband and exploring new cuisines.
Jonathan Castor
Social Media & Digital Content Manager
Jonathan manages Bloom Financial’s social media presence and assists with digital content creation while completing his college degree. He brings creativity, energy, and a fresh perspective to how we share the Bloom Financial message online.
Fun fact: Jonathan is a college baseball player & enjoys time with his family.
Jonathan manages Bloom Financial’s social media presence and assists with digital content creation while completing his college degree. He brings creativity, energy, and a fresh perspective to how we share the Bloom Financial message online.
Fun fact: Jonathan is a college baseball player & enjoys time with his family.
Ashley Keel
Director of Brand & Strategy
Ashley brings Bloom’s vision to life through marketing, client communications, and brand strategy. She ensures that every touchpoint from digital campaigns to client resources reflects Bloom’s purpose-driven approach. Ashley also supports the team with operations and special projects, helping bridge strategy with execution.
Fun fact: Ashley loves writing, design projects, and spending time with her two boys.
Ashley brings Bloom’s vision to life through marketing, client communications, and brand strategy. She ensures that every touchpoint from digital campaigns to client resources reflects Bloom’s purpose-driven approach. Ashley also supports the team with operations and special projects, helping bridge strategy with execution.
Fun fact: Ashley loves writing, design projects, and spending time with her two boys.
Interested in an internship?
Please email Ashley@bloomfinancial.us with your resume and a cover letter stating your school, major and what you're looking to learn.
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Let us guide you to the retirement you deserve. From greater peace of mind to ongoing care, we're ready to lend a hand.
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65 West Jackson Blvd #109, Chicago, IL 60604
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