Meet Our Team
Meet BlueSafe Financial
We have a great team behind the scenes at BlueSafe Financial. Get to know a bit more about them and their experience in the financial and investment industry.
Simply click on a location to meet our team members.
CEO & Senior Financial Advisor
After more than a decade of experience in the investment and financial industry, Jeff opened BlueSafe in Lafayette, Indiana. His mission was to open a firm focused on building relationships with the clients and providing the best service under an independent platform. Jeff holds an MBA in Finance and Statistics and enjoys being able to freely help clients choose the best products available to them today. Although he licensed in multiple facets, he primarily focuses on BlueSafe’s investments and financial services.
Senior Administration Executive
Joyce is our unofficial miracle worker and keeps daily operations running both focused and efficient. Along with ten years experience in the financial industry, she also holds two financial licenses and an MBA. As Senior Administrator Executive for BlueSafe, Joyce supports the CEO and leads the transition process for new Financial Advisors joining our team. She always serves our clients with excellence and passion and thus supports our team goal of always putting our clients first.