Jeffrey Brindley

Jeff began his career in the financial services industry in 2007. Prior to becoming a financial advisor, he worked in the mortgage banking industry, where he helped clients qualify for home loans. During that time, he noticed many clients were not saving and investing adequately for retirement. Motivated to help people prepare for a more secure financial future, Jeff became licensed as a financial advisor and has been educating clients ever since.

Jeff specializes in serving both individual investors and business owners. He currently holds FINRA Series 6, 7, 63, and 65 securities licenses, as well as life and health insurance licenses.

Jeff is a member of the Association of Financial Educators. For more information, visit afe-usa.org.

Individual Investors

As a fiduciary, Jeff is dedicated to helping clients achieve their financial goals while always acting in their best interests. His role extends beyond investment management to providing guidance on a wide range of financial decisions, including purchasing a home or vehicle, saving for college, preparing for unexpected events, protecting loved ones with life insurance, and estate planning.

Jeff believes that education and clear communication are essential to helping clients gain confidence and peace of mind. He is committed to being accessible and responsive, providing clients with direct access so they can reach him whenever questions or concerns arise.

Business Owners

Jeff works with small and medium-sized businesses to establish and maintain retirement plans, including 401(k), 403(b), 457, SEP IRA, SIMPLE IRA, Solo 401(k), and Cash Balance Plans. As a fiduciary, he helps business owners understand and fulfill their fiduciary responsibilities while reducing potential liability. He also provides financial wellness education and coaching to help employees build stronger financial futures.

Jeff has two adult children, Amanda and Mitchell. In his spare time, he enjoys snow skiing, water skiing, golfing, and playing hockey.