For over 30 years, Jeff has worked with a select group of families and individuals to plan comprehensively and help them meet their most important financial goals. Through a proven planning process, Jeff understands what drives and motivates them in life, working to help them achieve their version of success. He is grateful for the relationships built with clients, and the opportunity to learn about their unique stories, opinions, and perspectives, ultimately guiding the financial experience both for the individual and our team.
After graduating with a Bachelor’s of Science Degree in Economics from DePauw University in 1989, Jeff opened the Hilliard Lyons’ Martinsville Office and began his career as a Financial Advisor. In addition, he also serves as Branch Manager for the Bloomington and Franklin, Indiana Baird offices.
Outside of work, Jeff is an active member of the Rotary Club and First Presbyterian Church. He and his wife Joy reside in Bloomington, Indiana, and have two grown sons who share his love for jazz and baseball.