Jeff McCormack, CFP®


With almost 20 years of experience, my clients know my advice is sound, and, with many years remaining in my practice, I will be here to assist them toward their long-term financial goals.”

Jeff has been serving clients since 1997. His practice focuses primarily on planning and wealth management for clients at or near retirement. In the planning process, time and attention are paid to the risk of premature death, disability, and the potential need for long-term care. Jeff also helps young professionals and their families develop financial independence strategies.

Jeff is active in a number of community and professional organizations. He supports the YWCA KIDS Korner and Children in Haiti through Bethlehem Ministry and has served in various leadership positions with St. Stephen’s Episcopal Church. Most recently, Jeff led a financial literacy class with the 2014 Higher Achievement Summer School. Jeff and his wife, Brandi, live in the Bluff Park community of Hoover and have two children, Jack and Anna. Jeff enjoys swimming, hiking, and relaxing with his family.