As an advisor, Jeff provides personalized guidance to help clients optimize assets, minimize taxes, and grow and preserve wealth. His goal is to bring clarity, control, and confidence to his clients’ financial decisions. Through comprehensive planning and a range of investment strategies, Jeff helps clients achieve lasting, meaningful impact for themselves and their families.

After earning his MHA, Jeff began his career in the Healthcare Sector, focusing on strategy, operations, and financial planning. While he enjoyed the analytical work, he realized it lacked something essential: the ability to directly serve individuals and families. This led him to join McAdam, where he says, “I was drawn to finance early on, but I always felt called to serve others. At McAdam, those two things came together, and I’ve found a career that’s both meaningful and deeply fulfilling.”

Originally from Connersville, Indiana, Jeff grew up playing multiple sports, including golf, tennis, and bowling. He remains active today, enjoying golf, tennis, bowling, basketball, road cycling, and fishing. He and his wife have three children and spend much of their free time with family. Sundays are especially meaningful, beginning with Mass and followed by a full day with extended family—his wife is one of seven siblings—continuing a cherished tradition of connection and togetherness.