Jeffrey M. Laughlin MBA, CFP®
President, Fidelis Financial Planning, LLC.
Jeff is President and Owner of Fidelis Financial Planning, LLC., an independent, fee-only, advisory firm. He holds a BS in Civil Engineering from Missouri University of Science and Technology, and an MBA with a finance emphasis from the University of Missouri – St. Louis.
Prior to Fidelis, Jeff served as a Retirement Plan Manager for Moneta Group in Clayton, MO where he managed qualified retirement plans accounting for $200M+ in assets. Jeff’s passion is utilizing the financial planning process to ensure his clients achieve their financial goals.
His core competencies are in investment and retirement planning. Jeff holds the Certified Financial Planner® designation, Series 65 licensed, and is a member of the National Association of Personal Financial Advisors (NAPFA).
Jeff is active in his parish, Our Lady of Lourdes, and in his free time he loves to be with his wife and five children: Lydia, Luke, Drew, Jake, and Genevieve.
