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 specializes in working with individual investors & business investors as specified below. He currently holds FINRA Series 6, 63, 65, 7 licenses, as well as, life/health licenses.
Jeff is a member of the Association of Financial Educators, please visit their website for more information afe-usa.org
As a financial advisor I am a fiduciary dedicated to helping my clients achieve their objectives. As a fiduciary I do more than simply help my clients invest their assets. I have a legal and ethical requirement to put your best interest before my own. I help my clients make all financial decisions including when they buy a home, buy a car, plan for college, plan for the unexpected, buy life insurance, and plan their estate. I use education and communication to help clients achieve peace of mind with all of their financial needs. All of my clients receive my cell phone number so that they can contact me during the day, in the evening and even on the weekend! So if you are fearful about turbulent markets or afraid of running out of money in your retirement, call me at (833) 797-4636 X137 and we can talk further about your goals, dreams and fears. The consultation is free. My goal is always to help give you peace of mind.
I help small and medium sized businesses build and maintain 401(k), 403b, 457, SEP IRA, SIMPLE IRA, Solo IRA, and Cash Balance Retirement Plans for their employees. As a fiduciary I help business owners with their fiduciary responsibility to help reduce their financial liability. I also help educate and coach employees through proven financial wellness programs. If you would like peace of mind when it comes to saving and investing, contact me at (833) 797-4636 X137. The consultation is free.
Jeff has two beautiful adult children, Amanda and Mitchell. In his spare time, Jeff enjoys snow skiing, waterskiing, golf and hockey.