Embarking on a successful career in financial services since 1995, I hold various licenses and designations, including the prestigious Financial Services Certified Professional (FSCP) designation from the American College of Financial Services. As a member of the Million Dollar Round Table (MDRT) and past President of the National Association of Insurance and Financial Advisors (NAIFA), I adhere to high ethical standards and aim to provide holistic financial services.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My expertise lies in life and health insurance, investments, advanced planning, and Medicare, catering to individuals and businesses. I pride myself on delivering personalized, well-rounded advice, fostering lasting relationships with clients that often extend beyond financial matters. Operating with transparency and a commitment to truth, I strive to ensure clients receive the best factual advice, tailored to their unique needs.
I primarily serve Central and Southern Indiana, extending from just north of Indianapolis to Columbus, Lawrenceburg, Indiana, and Cincinnati, Ohio. Additionally licensed in Kentucky, Ohio, and Michigan, I offer comprehensive financial services across the region.
Beyond my professional endeavors, I reside on a 5-acre horse farm in Arcadia, Indiana. When not working, I enjoy maintaining the farm, building things and attending concerts. Volunteering for Fishers Music Works and the Hamilton County Community Band reflects my commitment to promoting arts and music in Hamilton County, Indiana.
Registered RepresentativeRich Jeffries
Embarking on a successful career in financial services since 1995, I hold various licenses and designations, including the prestigious Financial Services Certified Professional (FSCP) designation from the American College of Financial Services. As a member of the Million Dollar Round Table (MDRT) and past President of the National Association of Insurance and Financial Advisors (NAIFA), I adhere to high ethical standards and aim to provide holistic financial services.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My expertise lies in life and health insurance, investments, advanced planning, and Medicare, catering to individuals and businesses. I pride myself on delivering personalized, well-rounded advice, fostering lasting relationships with clients that often extend beyond financial matters. Operating with transparency and a commitment to truth, I strive to ensure clients receive the best factual advice, tailored to their unique needs.
I primarily serve Central and Southern Indiana, extending from just north of Indianapolis to Columbus, Lawrenceburg, Indiana, and Cincinnati, Ohio. Additionally licensed in Kentucky, Ohio, and Michigan, I offer comprehensive financial services across the region.
Beyond my professional endeavors, I reside on a 5-acre horse farm in Arcadia, Indiana. When not working, I enjoy maintaining the farm, building things and attending concerts. Volunteering for Fishers Music Works and the Hamilton County Community Band reflects my commitment to promoting arts and music in Hamilton County, Indiana.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Advisors, I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
