Specializing in personal financial planning including the areas of wealth management, retirement planning and estate planning, Jeff has more than 20 years of experience in the financial industry. He also has expertise in the areas of group health insurance, defined contribution plans, executive and business planning.
He holds Series 63 (Uniform Securities Agent State Law) securities registration as well as Life, Accident and Health Insurance licenses in multiple states. Jeff has earned designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®).
Jeff received his bachelor’s degree in Finance and Business Administration from Michigan State University. He has volunteered in the community as a member of the Finance and Executive Committees of the Lansing YMCA, Rotary Member, and a member of the Michigan State University Alumni Association.
Jeff is married and has two children. His interests include golf, the outdoors, reading, coaching, and spending time with his family.