Client Advisory

Biography

Jeff is a Principal in the Louisville office, where he works with qualified and nonqualified retirement plans focusing on plan sponsor consultation, employee education, and financial wellness. He also regularly conducts seminars for and has speaking engagements with HR organizations throughout the Midwest.

Prior to joining Cerity Partners, Jeff served as a Financial Advisor at ARGI Financial Group. Before ARGI, he was the Director of Client Services for a national 401(k) recordkeeper responsible for supporting more than 2,400 401(k) plans for companies in the small, mid, and large market spaces. Prior to that, Jeff was responsible for 401(k) plan level support and retirement plan management for a third-party administrator focused on customized 401(k) documents.

Jeff enjoys navigating the Ohio River waterway beginning in Louisville with other boaters who spend long weekends along the banks of the Ohio River.

Education

  • B.S. in Business Management with a concentration in Finance from Indiana University

Highlights

  • Certified Plan Fiduciary Advisor
  • Nonqualified Plan Advisor (NQPA™)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.