About | Optimized Financial Strategies

Guidance for every chapter

We care about your future

Optimized Financial Strategies was founded in 2004 and is engaged in several areas of the financial service industry including Financial Planning, Portfolio Management, Employee Benefits, and 401K plan Consulting. We work with clients across the nation.

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We love challenges

We are a boutique, white glove service oriented advisory firm with a specific niche to professional service organizations. We are independent and have no obligation to meet production quotas with large organizations. We work with multiple custodians such as Charles Schwab, 401K platforms and insurance carriers. We are headquartered in Chicago, Illinois and serve clients around the country in a fiduciary capacity.

We take a holistic approach to managing the personal finances for our individual wealth clients. We also provide free financial guidance for the employees of our corporate clients.

Our advisors

Meet Gene and David

Get to know the advisors behind Optimized Financial Strategies and their client-first approach to financial guidance.

About Gene Witt

Gene has been actively involved in the financial industry for over 20 years.

Gene began his career in the restaurant industry with Chicago’s Lettuce Entertain You Enterprise and believes that quality service and education are the cornerstone to providing sound financial advice to his clients.

As a Certified Financial Planner, Gene acts as a fiduciary in all aspects of advice he provides his clients in developing and implementing effective strategies that meet their goals.

Gene has a B.S. in Marketing and Economics from Fairleigh Dickinson University and continues to take executive-level Finance courses at the University of Chicago.

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About David Bonifield

David began his career in the banking and financial services industry in 2003.

Acting as financial counsel and a fiduciary, David has provided comprehensive wealth management strategies tailored to clients’ specific needs.

These strategies include Tax, Investment Management, Trust, Estate, and Wealth Planning.

David has an M.B.A. from The University of Chicago Booth School of Business and a B.A. in Communications and Business Administration from Eastern Illinois University.

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“Gene is all about customer care. He will take the time and effort to dig deeply into your issues and come up with viable solutions and options. He has never let us down as a client and I can always expect prompt and professional advice. He has always put us first, and that is a rare commodity these days!”Steve Eddington | President at Electronic Search, Inc.

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