Senior Wealth Advisor

Jeff serves as a Senior Wealth Advisor for our client families with a primary focus in retirement cash flow planning, income tax strategies, and estate planning projects. He joined the Saling Wealth Advisors team in 2018. Prior to joining Saling Wealth Advisors, Jeff honed his skills as a financial planner with Hilliard Lyons. During his tenure, he crafted more than 200 comprehensive financial plans for high net-worth clients.

Jeff is a native of Louisville, KY, where he graduated with a B.A. in economics from Bellarmine University. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2010 and extended his academic achievements to earn a Ph.D. in economics from Florida State University in 2014.

When Jeff isn’t managing wealth planning projects, you’ll find him strolling through Louisville’s historic parks and neighborhoods with his wife and two daughters.

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