Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Miami University - BS, Mathematics and Statistics, Actuarial Science Program

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020 - 2024
  • JEFF MUMPER AND ASSOCIATES, Ameriprise Client Experience Award, 2020 - 2021
  • Ameriprise Circle of Success Hall of Fame, 2020
  • Ameriprise Circle of Success, 2009 - Present
  • Ameriprise Chairman's Advisory Council, 2012 - 2020
  • Five Star Wealth Manager, 2012 - 2015

Previous experience

  • New York Life Insurance Company & New York Life Insurance and Annuity Corporation, 1996 - 1998

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Jeff Mumper and Associates has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

  • Nativity of our Lord Catholic Church and School
  • Evans Scholars Alumni Association

Interests

I enjoy spending time with family & friends, cooking with my wife, relaxing with a cold beer or glass of wine. I’ve always been into health & fitness, particularly weightlifting. I’ve enjoyed coaching our kids in just about everything – soccer, football, basketball, wrestling, baseball, softball, track & field. I’m an amateur woodworker and do-it-yourselfer around the house. I like taking on new challenges – we recently bought a farm and are thinking about farming a small part of it ourselves and/or maybe planting an orchard. I also like to serve our Church. I'm currently on our church finance council and am past president of our men's club.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.