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Jeff McCormack, CFP®

Partner

"With over two decades 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."

205.208.8737 Send Email

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 those not near retirement develop strategies for financial independence.

Jeff is active in a number of community and professional organizations. He supports the YWCA KIDS Korner and Children in Haiti through Bethany Ministry, as well as various leadership positions with St. Stephen’s Episcopal Church, and as the treasurer for The Episcopal Diocese of Alabama. Jeff is a regular guest leader with the Higher Academics Summer School and their financial literacy classes.

Alongside his wife, Brandi, Jeff lives in the Bluff Park Community of Hoover and has two children, Jack and Anna. Jeff enjoys being outdoors and relaxing with family and friends.

Jeff McCormack, CFP, Partner
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Affiliations

  • Financial Planning Association of North Alabama: Board of Directors, President, 2014-2015
  • Kiwanis Club of Birmingham: Program Chair, 2021 - Present
  • St. Stephen’s Episcopal Church: Finance Committee
  • The Episcopal Diocese of Alabama: Treasurer

Honors & Awards

  • Phi Beta Kappa
  • Top 40 Under 40, Birmingham Business Journal, 1999

Education

  • The University of Alabama, magna cum laude, 1993
    Bachelor of Arts
  • The University of Washington, 1994
    Master of Arts in English
  • CERTIFIED FINANCIAL PLANNER™, 2001

Articles & Media