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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.

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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

Licenses & Certifications

FINRA SEI, Series 7, 24, 63, 66 securities licenses (visit to see Jeff’s FINRA regulatory bio)

  • Financial Planner 

  • 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

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