Founding Wealth Advisor
With over 20 years of experience, Jeff specializes in working closely with clients to build a Financial Road Map, so they Live Life on Purpose. To accomplish this goal, he finds out what is really important to his clients and then builds monitors, and updates a comprehensive financial plan tailored to the needs of each family he works with.
Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands the future can’t be predicted, so he helps his clients prepare for best and worst-case scenarios, while creating lasting, long-term relationships based on trust.
Jeff has been awarded the National Quality Award by NAIFA®, the National Association of Insurance and Financial Advisors, numerous times and is a qualifying member of MDRT - The Premier Association of Financial Professionals®.
Additionally, Jeff is a registered Investment Advisor Representative, and is life, variable, and accident and health licensed. He has the following industry designations:
•ChFC® (Chartered Financial Consultant)
•CLU® (Chartered Life Underwriter)
•RICP® (Retirement Income Certified Professional)
•CASL® (Chartered Advisor for Senior Living)
•CLTC (Certified Long-Term Care)
•Medicare Planning Certified
In his free time, Jeff and his wife Jodi enjoy all things outdoors, including hiking, biking, and golfing. They are passionate about international travel and ethnic food. Jeff is also a certified Scuba Divemaster and enjoys exploring shipwrecks.