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Jeff McCormack, CFP®

Financial Advisor / Member Owner

"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."

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Jeff is passionate about helping people reach and maintain financial independence. His practice focuses primarily on clients in or near retirement. This concentration helps guard against the many risks that retirees face—market downturns, longevity, premature death, disability, and long-term care. By addressing these challenges, Jeff guides clients in the development and execution of a custom financial plan based on their goals.

After overlapping stints as Treasurer for the Episcopal Diocese of Alabama and Program Director of the Kiwanis Club of Birmingham, Jeff now sings bass in the St. Stephen’s Episcopal Church, Cahaba Heights choir. He continues his involvement with the Kiwanis Club of Birmingham by serving on its Board.

When not at work, Jeff enjoys empty nesting with his bride, Brandi—taking in Birmingham’s thriving food scene, being out of doors, and spending time with his children, Lola and Anna, when they are home from school.


  • 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

Honors & Awards

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


  • The University of Alabama, magna cum laude, 1993
    Bachelor of Arts
  • The University of Washington, 1994
    Master of Arts