Jeffrey Plummer, CLU, CFS

When Jeffrey Plummer stepped into leadership of Guardian St. Louis in 2022, he saw a simple mission: build a firm where advisors can thrive and clients receive the kind of financial guidance that creates real confidence. After twelve years supporting Guardian agencies across the country as Lead Regional Vice President, Jeff brought a clear vision and a proven roadmap for growth.

That roadmap produced immediate and lasting results. In his first year as President, the firm grew 45% year-over-year—earning the prestigious Trident Growth Award—and over the four years that followed, Forsythe Findley Wealth Strategies has continued to average 20% annual growth, a testament to the clarity, discipline, and leadership Jeff brought to the organization. This momentum laid the foundation for the firm’s evolution into Forsythe Findley Wealth Strategies, proudly operating in association with The Guardian Network®.

Jeff leads with a belief that people deserve clarity, advisors deserve a platform to grow, and great planning requires both discipline and heart.

Under his direction, the firm blends the strength of a Fortune 250 mutual company with the personalized attention of a boutique advisory practice. With Guardian Life’s A++ AM Best rating and Park Avenue Securities LLC as the broker-dealer, advisors and clients benefit from a stable, long-standing foundation built to last.

Every day, Jeff focuses on developing advisors, strengthening the firm’s culture, and elevating the experience clients receive. His goal is straightforward: create a place where integrity, intentional leadership, and world-class strategies help families and business owners build meaningful financial futures.

As Forsythe Findley Wealth Strategies continues to grow, Jeff remains committed to leading a firm where people feel supported, advisors succeed, and clients gain the confidence they need to make the most of their financial lives.

Registered Principal and Financial Advisor of Park Avenue Securities.