As a Wealth Advisor, Jeff relies on a process-driven approach to deliver comprehensive financial solutions to wealth management clients. He partners with investors and families to develop customized, needs-based financial planning and investment strategies. His ultimate goal is to instill confidence as he guides clients toward a healthy financial future.
Before joining Shepherd Financial in 2015, Jeff spent eight years working in both private and retail banking and investment advising. His background is concentrated in providing specialized banking, investment, insurance, and retirement planning solutions to individuals and families.
Jeff is a graduate of Indiana University. He spends time serving the community and various ministries through Northview Church in Carmel. Jeff is also an avid music lover and plays guitar in both Northview’s worship band and his own classic rock n’ roll band. His favorite things include summer concerts, outdoor barbecues, and cheering on the Colts and Hoosiers. When not working, Jeff enjoys spending time with his wife, Angie, and their children, Ethan and Olivia.