Jeffrey W. Myers, AAMS ®, CPFA ®

I started in the financial services industry in the fall of 1998 after graduating from Kelley School of Business at Indiana University. The marketing program, from which my degree was earned, was ranked 2nd in the United States. With a marketing degree from Kelley School of Business and during the economic boom of the late 1990's, finding a job was less than challenging. After being offered nine different positions in eight different industries, I decided to take a more challenging route. I wanted to start my own financial planning practice which meant foregoing a salary, benefits, expense accounts and everything else a typical college graduate has in mind when looking for a job. I wanted to be my own boss.

After a great start helping clients and having proven leadership and training ability, I was elevated to leadership roles which were normally held by individuals more than twice my age. I accepted and excelled in these roles and learned a great deal about how to help people develop, monitor and pursue financial success. l had continued success and was recruited by several different companies over the next six years. However, I always felt as though there was something missing.

Fast forward to the fall of 2014 and I realized what I was missing. It was my initial professional goal right out of college: Being my own boss, owning my own financial planning practice, being objective in the advice I offer clients to help them pursue their goals.  Jeffrey Wealth Management is the result of 22 years of seeing different ways of doing business and coming to the realization of how to help clients the right way.

I look forward to helping you create, monitor and pursue your financial goals by utilizing my 22 years of experience and allowing our team at Jeffrey Wealth Management to serve you.