Jeff began his career in the Financial Services industry in 2007. Prior to becoming a Financial Advisor, Jeff worked in the Mortgage Banking Industry. When working in the mortgage banking industry, he was able to get clients approved for a mortgage but noticed that his clients were not saving and investing as much for retirement as they should. He decided it was time to get licensed and start educating people in this area so that they can retire comfortably.
Jeff currently holds FINRA Series 6, 63, 65, 7 licenses, as well as, life/health licenses.
He specializes in setting up and managing retirement programs for small and medium sized businesses, associations, healthcare companies, veterinary clinics, auto dealers, and dealer groups. Jeff also works with 401(k), 457, 403b, Simple IRA, and SEP IRA products. He coaches his clients through the financial planning, investing and protection process so that they are able make decisions that are right for them and their unique situations.
Jeff has two beautiful adult children, Amanda and Mitchell. In his spare time, Jeff enjoys snow skiing, waterskiing, golf and hockey.