Lead Financial Advisor
Accredited Investment Fiduciary; Certified Financial Planner
Offices Served: Caro; Williamston
Specialties: Financial Planning; Retirement Planning; Tax Planning; Investment Management; Estate Conservation; College Planning; Corporate Retirement Plans; Executive Compensation
Jeff is a senior financial advisor and has been with the team since 2011. He specializes in helping individuals and families identify their goals, expectations, and concerns related to their financial lives and plan strategies around their investments, taxes, risk management, and estate to solve such problems and maximize efficiency's in those areas. Jeff holds Series 6 (Investment Company and Variable Contracts), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Registered Investment Adviser) securities registrations as well as Life, Accident and Health Insurance licenses. He also earned designations as Certified Financial Planner CFP® and Accredited Investment Fiduciary (AIF®). Jeff received his Bachelor of Science in Business Administration degree from Central Michigan University majoring in Personal Financial Planning, with a minor in law.
Jeff, his wife Brooke, daughter Camila, and son Leo reside in East Lansing and enjoy cheering on the Michigan State Spartans. His favorite activities include traveling with his family, mountain biking, snowboarding, golf, hunting, boating, and of course March Madness.