Jeff Pittsley, CFP®
My passion for this business comes from knowing that my expertise can have a positive impact on my client’s financial situation and bring them confidence as well. It’s about making a difference and doing what’s right. There’s no greater feeling of satisfaction than when my clients feel comfortable and confident in the plan we’ve developed together to establish a solid path toward achieving their goals and dreams.
Growing up, I watched my father build a strong client base by developing relationships and providing dependable, respected service. I learned the value of establishing solid relationships with the people in my life to strengthen the communication and trust between us. I understand this is an ongoing process and crucial to reaching successful outcomes.
Oftentimes, I work with individuals and families who have enjoyed professional success but worry about their financial future, or individuals who are overwhelmed by the investment choices they face. My experience allows me to help navigate the options and find solutions. I leverage my background as a CERTIFIED FINANCIAL PLANNER™ professional to create a comprehensive plan to help you feel confident about meeting your goals.
I earned a bachelor’s degree in economics at Depauw University and an MBA in finance at Indiana University. I am a Certified Financial Planner™ professional with experience as a senior financial analyst in the finance and corporate industries. As a manager in the banking industry, I have acquired advanced knowledge of mortgage functions and operations. My 30+ years of experience allow me to confidently navigate the options and find solutions to create a comprehensive plan for my clients.
My wife, Michele, and I have three children, Austin, Sam, and Grace. We enjoy spending our free time camping and traveling, and hanging around the pool with family and friends. On a beautiful day, you can catch me on the fairway or playing frisbee with Luna, our mini Australian Shepherd.
“Integrity in its simplest form is purity of intention.” – John Wooden
As an account administrator for the Pittsley Investment Group, my work philosophy is to provide you with unparalleled and personalized customer service and to assist you with the same level of support I would extend my loved ones.
I earned my associate’s degree in business from Indiana Wesleyan University in 2007. I have over 40 years of extensive experience providing high-level administrative support and customer service.
A few examples of the tailored customer service I can provide are divorce and estate settlements, opening new accounts, beneficiary updates, asset movement, notarizing documents, and ensuring our branch is up-to-date on all SEC (Securities and Exchange Commission) and FINRA (Financial Industry Regulatory Authority) regulations and internal Wells Fargo Financial Advisors Network policies. Additionally, I adhere to stringent authentication and security measures utilizing encryption software to combat client identity and cyber theft.
I live in Fortville with my husband, Gary, and our two sweet and very spoiled rottweilers, Hope and Charli. Our lovely granddaughter, Juliana Mae, fills us with joy and keeps us busy with sporting events, crafts, and cooking. In my free time, I enjoy traveling, camping, and playing board games with family and friends. I always have a good book in tow and enjoy browsing antique shops, and hiking the trails of our beautiful state parks.
“People don’t care how much you know until they know how much you care.”
– Theodore Roosevelt
Client Service Associate
I am the first person point of contact you will hear or see when you call or visit our office. It is my pleasure and privilege to provide you with the service you need. I also handle many of the office administrative and operational tasks that keep the office running smoothly.
I have over 38 years of work experience. Prior to working with Jeff and Sheri, my experience includes a teaching career in public education and an administrative role with a national non-profit organization. I earned a BS in Education at IU-Bloomington and an MS at IUPUI.
My husband and I live in Indianapolis with our English Springer Spaniel, Jo-Jo, and our kitten, Remy. We have two lovely daughters who are both married to great guys. We joyously welcomed 2022 with the birth of our first grandchild on New Year's Day! Aside from family time, I enjoy gardening, time at the lake, and tooling around in our vintage MGA.
“How you make others feel says a lot about who you are." – Winnie the Pooh