Jeff Heveroh is a Founding Partner of Stonebridge Financial Group in St. Louis, Missouri. He has built his career over the years with the dedication of helping individuals and small business owners achieve clarity and confidence in their financial lives.
He specializes in wealth management, retirement income planning, estate planning, and insurance strategies designed to serve clients both before and after retirement. He works with a unique approach centered on listening closely to each of his clients’ distinct story, then crafting customized strategies that reflect not only financial goals but also personal values.
For Jeff, independence is at the heart of his professional philosophy. With more than 27 years as an independent financial advisor, he prides himself on the freedom to select investment solutions based solely on what is right for his clients.
Jeff’s driving motto, “Serve my clients first, last, and always” is a principle that defines his interactions and underlines every recommendation. The commitment has enabled him to develop long-term relationships built on trust, transparency, and genuine care for the people he serves.
Education & Background
Jeff began his professional foundation at the University of Missouri–St. Louis. Here’s where he earned a Bachelor of Science degree in Business Administration. His university years were not just about books but a balance of both academics and athletics. This experience helped shape his determination and resilience. He achieved both technical knowledge and personal growth that would later serve as a cornerstone of his career in financial services.
Jeff achieved a lot as a collegiate athlete. He became a nine-time NCAA All-America Collegiate Swimmer during his four-year swimming career. The sport instilled in him a deep respect for preparation, perseverance, and performance under pressure. These qualities later contributed positively to his work as an advisor.
Both academic achievement and athletic excellence reflect the balance of intellect and grit that Jeff brings to his role as a trusted financial guide.
Designations & Memberships
Outside the academic background, Jeff is an Accredited Investment Fiduciary® (AIF®). This credential further affirms his commitment to upholding the highest standards of client-first advising. This designation requires ongoing education and a strict adherence to fiduciary principles, ensuring that his guidance is always rooted in clients’ best interests.
Through these professional memberships and designations, Jeff reinforces his belief that true advisory work is as much about integrity as it is about financial strategy.
Awards & Accomplishments
Jeff’s life has been marked by significant accomplishments both inside and outside the world of finance. His achievements as a nine-time NCAA All-America Collegiate Swimmer stand as a testament to his drive, discipline, and ability to excel under pressure. His success in the pool reflects not only physical talent but also the mental toughness and determination that define his career.
Professionally, co-founding Stonebridge Financial Group represents one of Jeff’s proudest milestones. He has successfully built a firm that values independence, client service, and long-term relationships. This highly reflects his achievement both professionally and personally.
For almost three decades, he has helped countless individuals and business owners navigate financial challenges, prepare for retirement, and build legacies for the future. Each success story adds to the sense of accomplishment he feels as a partner in his clients’ lives.
Community Involvement
Jeff has a strong involvement in the community. Together with his wife Melanie and their children, they actively take part in numerous community and school activities throughout St. Louis. If he’s not volunteering his precious time in the community, he’s somewhere in the local organization offering the much-needed support.
Jeff views community service as an extension of his professional mission of positive impact on the lives of others. His participation has enriched his personal life as well as deepened his understanding of the people and families he serves as an advisor.
His dedication to community is proof that success is not only about professional milestones but also one’s contribution to the world. Whether it’s coaching, attending school events, or lending support to neighborhood initiatives, Jeff consistently looks for opportunities to give back. His involvement has helped foster strong relationships within St. Louis. He has indeed reinforced the values of family, service, and connection that guide his approach both at home and at work.
Personal Life
Jeff has called the city of St. Louis his home for his entire life. He is married to Melanie and together they’re raising three children within the community with love. Jeff also embraced the joy of being a grandfather and prides himself in spending time with his grandchildren. To him, family is central to his identity and the way he approaches his work.
They say work without play makes Jack a dull boy. Jeff has never left behind his love for sports and the outdoors. He still enjoys swimming for personal enjoyment and loves fishing, golfing, and traveling with his family and friends.
Every aspect of his life is to be enjoyed, whether it involves a simple afternoon walk or creating memories with his family. He enjoys every experience that strengthens bonds and maintains lifelong traditions.
The people around Jeff describe him as a man who balances hard work with gratitude. He’s someone who approaches life with energy, humility, and a strong sense of purpose.