For the last 17 years, Jeff has been helping his clients pursue their financial goals through some of the most difficult market cycles. Being a student of the financial markets, and through his commitment to continuing education, Jeff continues to evolve and adapt his wealth management approach and process to a constantly changing economic environment.
Jeff takes great care in assisting his clients try and reach their financial objectives and works with them closely on a regular basis. He prides himself on building strong personal relationships with his clients by always putting their best interest first. He is dedicated in understanding the needs of his clients, evaluating their resources, and crafting customized strategies. He believes that his clients’ success is his success as well.
Jeff began his career in the financial services industry in 1997 as a Financial Consultant with Merrill Lynch in their Merrillville, IN office. Jeff then spent 15 years as an Investment Executive for Fifth Third Securities in Valparaiso, IN before joining Ergawealth Advisors in 2014.
Prior to his financial services career, Jeff played professional golf for 2 years on the Tommy Armour Tour in Orlando, FL. He also worked full time for National Steel in Portage, IN while completing his bachelor’s degree at Purdue University demonstrating his strong work ethic and self-discipline.
Jeff has been a resident of Northwest Indiana for most of his life, graduating from Chesterton High School in 1986. Jeff has many hobbies which include travel, auto racing, reading, and of course golf. Jeff is a sports fan of most of Chicago's sports teams including the Chicago Blackhawks, Chicago White Sox, Chicago Bears, and Chicago Bulls.
Education, Licenses, And Registrations:
- Purdue University – Double Major in Finance Management & Accounting
- Securities Registrations: Series 7, 26, 63, 65 and 66
- Insurance Licenses: Life, Health, Variable Contracts, Long-Term Care