Jeff is Chief Financial Officer at ProCourse and among our senior leadership team. After joining the team in 2010, he has put both his Certified Public Accountant skills and financial services skills to use for ProCourse clients both externally as an advisor and internally as CFO.
He finds it not only interesting, but rewarding to assist ProCourse clients with financial questions, financial analysis and interpretations of the regulations that come out of Washington. This interest stems back to his days when he was earning his BS in Accounting from the University of Cincinnati.
His past experience with individual clients has better prepared him to take on the more extensive needs of that of the plan sponsor. He has a history of sitting down with clients and helping them determine financial goals, understand regulations, and implement strategies to get them on the right track, financially.
By researching and abiding by regulations implemented in California where he became a CPA, Jeff has learned to be even more prepared for the ever-growing complexities in the business world.
Jeff currently serves on the Board for Humane Society of Indianapolis as Treasurer. The Humane Society of Indianapolis provides vital services to animals and people alike through sheltering and adopting animals, providing positive reinforcement behavior training. Jeff lives in Broad Ripple with his wife, son and dog.
› BS, Accounting, University of Cincinnati
› Certified Public Accountant (CPA). California
› Member, American Institute of Certified Public Accountants
› Investment Advisor Representative
› Accredited Investment Fiduciary (AIF®) designation
› Chartered Retirement Plan Specialist (CRPS®) designation, University of Pittsburgh’s Center for Executive Education
› Board Member, Indianapolis Humane Society