Jeff has spent his career helping Employers, individuals and families striving to reach their long-term wealth goals. In his 12+ years in the financial services industry he understands the importance of helping organize where you’re in your own financial journey so that he can help you get to where you are going. Jeff joined SRP in 2026 after a long tenure at OneAmerica Financial and Vivaldi Capital Management where he worked in various capacities helping high net worth individuals, employers, and families reach their long-term goals.

Jeff graduated from the University of Missouri and is a CFA charterholder, which is one of the most respected credentials in investment management. Being a charterholder is a testament to Jeff’s goal of providing the highest levels of professional expertise from an investment management and planning perspective for his clients.

Outside of work, Jeff lives in the Ukrainian Village neighborhood of Chicago. Jeff is an avid outdoorsman, golfer and lifelong learner.