Jeff founded WealthCare Financial in 1997 in response to the needs expressed by his top tax clients for truly panoramic lifetime planning that was tax smart and entirely independent of the traditional investment and insurance industries. He sets the firm’s vision and development of overall strategies to serve every aspect of client needs about all things financial. After growing the Indianapolis office for 21 years, Jeff began working with colleague advisors he had know for many years to assist in their succession plans and opened the Frisco office in 2018 with Dawn Parks.
Jeff graduated from Butler University with a business degree and earned a Master of Business Administration in finance from Indiana University. He has provided tax preparation services since 1985 and has earned the Certified Financial PlannerTM (CFP®) designation.
Community & Service
Jeff is active in his local community via the Noblesville Boys & Girls Club, Central Indiana Life Centers, and Prevail, as well as serving on the board of the Riverview Hospital Foundation. In addition, he sponsors two college tuition scholarships, one each at DeKalb High School in his boyhood home of Auburn, Indiana and Noblesville High School.
Something More About Jeff
An avid runner for over 35 years, Jeff has completed 10 marathons, including the 100th Anniversary Boston, and over 60 half marathons.