Meet Jeff
Jeff is a Wealth Advisor based in Columbus, Ohio. He joined Mercer Advisors in 2024 with more than 30 years of experience in wealth management. Prior, Jeff worked in the wealth management segments of two regional banks after beginning his career with local financial planning firms. Jeff is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in business economics from The College of Wooster. He is a member of the Financial Planning Association of Central Ohio.
Jeff’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jeff has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Advising corporate executives, including clients at Broadcom, Google, and Zoom
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Jeff is a good listener and is thoughtful and pragmatic in solving problems. He strives to meet clients where they are and explain complex matters in an easy-to-understand style. He values collaboration and teamwork to help clients accomplish their goals. Jeff has a calm presence and easygoing manner.
Jeff in real life
Why do you like working at Mercer Advisors?
Mercer Advisors is large enough to have the scale to offer the solutions and resources to help clients achieve their goals while maintaining the feel of a smaller, more personalized company.
What keeps you busy outside of work?
I have a wide variety of interests and can often be found outdoors. I enjoy hiking, golf, sporting events, hockey, and snowmobiling.
Any words you try to live by?
I always come back to the Golden Rule and try to treat others with the respect and consideration that I would want in return.
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