As a Senior Client Success Coach, Jeff helps advisors integrate eMoney into their practice and use it to achieve real, measurable goals. “I’m here to help clients not just use the platform, but unlock its full value for their business and their clients.”
Quick Facts:
On creativity:
“My mom used to joke she’d change my middle name to ‘Why?’ That endless curiosity stuck with me. I’ve always been drawn to creative problem-solving and first-principles thinking.”
On success:
“Success is hitting the goals you’ve intentionally set. If you’re not measuring it, it’s just a wish.”
On DEI:
“To me, DEI is about creating a culture where different perspectives are not just welcomed – they’re expected. That diversity of thought is powerful.”
On parenthood:
A day off usually means chasing after a one-year-old and doing damage control to minimize the bumps and bruises!
Favorite project at eMoney:
“The Learning 2.0 initiative – which involved evolving coaching into the formalized Getting Started Program. It was rewarding to streamline the process and improve the experience for both coaches and users.”
Who inspires you?
Mark Wiens, Joe Rogan, and John Danaher – three very different people, but all successful in their own right by pursuing what they love.
Recent learning:
“I came across the concept of the ‘self of the therapist.’ Many advisors act as emotional support for their clients, so understanding this dynamic helps me better support our users. Shoutout to Sasha Grabenstetter from Financial Planning for the insight!”
Why eMoney?
“I truly believe everyone can benefit from a financial plan. Helping make that accessible feels like a meaningful mission.”
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