Jeff Headrick is the Founder and CEO at Inspire Financial Planning, LLC. Jeff believes exceptional wealth deserves a customized approach, combining bespoke investment strategies with tax-efficient planning for HNW and UHNW individuals, families, and business owners.
Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).
He also holds the AIF® (Accredited Investment Fiduciary®) designation, awarded by the Center for Fiduciary Studies.
Investing and Living with Passion
Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing. He also enjoys saving clients money on taxes.
Jeff has lived in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands.
Jeff is married, has two children, and thrives most when he’s spending quality time in the outdoors with his family.
Serving Community
Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. He also served as treasurer of the O'Connor advisory board. Jeff has also been active in the music ministry at his local church.