Financial Planner Special Care Planner Investment Advisor Representative
Office Locations: Merrillville, IN, Evanston, IL and Indianapolis, IN
“I love that moment when my client sees their Success Story laid out for the first time. I can actually witness them physically relaxing; because now they can envision the process and the steps that will see their Story come true. Great moment.”
Why clients choose to work with Jeff:
My clients turn to me to reduce the noise and act as an anchor in their financial lives. Together, we write their Success Story. This might start with…
…laying the groundwork with a young professional or couple who are just starting out,
…helping a client who has focused on other things while letting his/her finances run themselves without professional input or
…expanding the directions and options available to clients who are closer to retirement.
Secrets to his Success
Whether they approach with a single financial issue or
are looking for advice on several fronts, I work to
demystify the process, present a clear path from an array
of possible directions and always focus on what’s best for
my clients. In other words, I advise as I would want to be
advised. This may seem like an easy concept to
understand; but I’m constantly amazed at how often this is overlooked in the industry.
More Information about Jeff
Jeff's BackstoryI am a graduate of Indiana University, where I received a BA in Psychology with a concentration in Business. Throughout my working life, I have always viewed situations as 3-dimensional puzzles. It has been my job to disassemble the pieces, view them from all sides and work with the stakeholders of the situation to reassemble the pieces in a way that makes more sense or improves their situation. I started my career in Executive Recruitment and entered the Financial Services industry in 1994, as the recruiter for a startup stock trading firm in Cincinnati, Ohio. The firm gained momentum quickly and I realized that I preferred the firm’s market-driven aspects to the recruitment side. Together with a partner, I acquired, ran and sold the firm. I then returned to Chicago as VP of a national online trading firm. After the changes in the online trading industry caused by the events of 9/11/01, I turned my focus to individual money management. My brother, Mike and I had parallel careers and always wanted to work together; but ,my location in Chicago made this challenging. In 2008, an opportunity arose for me to join Mike’s group, adding coverage in Northwest Indiana and Suburban Chicago. Although I lives in Evanston, Illinois, I love working in NW Indiana and take the commute in stride. I added a Skokie, IL office in 2015 and have established myself in Merrillville over the past decade.
Personal Interests and MotivatorsFamily, Music, Vintage Watches
My HobbiesMusic Throughout my life, music has been my constant companion. My uncle gave me a harmonica when I was 10. Over the years, I have continued to play and have added to my “harp” collection, but to this day, because of its origin, that first harmonica is my favorite. For better or worse, I have been known to fish a harp out of my pocket and spontaneously join musicians on state to add some harmonies to their music. Vintage Watches I like old watches. I like the craftsmanship, style from bygone eras and, the stories these timepieces tell. Some are collectable, some are just great to wear.
Licenses & Certifications
FINRA SEI, Series 7, 24, 63, 66 securities licenses (visit https://brokercheck.finra.org/individual/summary/3242466 to see Jeff’s FINRA regulatory bio)
Special Care Planner
Chartered Advisor for Senior Living™, CASL®
Life Underwriter Training Council Fellow, LUTCF®
Education: Bachelor of Arts in Psychology, Concentration in Business– Indiana University