Jeff is a Certified Financial Planner™ with a passion for helping individuals and families achieve their financial goals and secure their financial futures. With over a decade of experience in the financial services industry, Jeff brings a wealth of knowledge to his clients. Acting in a fiduciary capacity with his advisory relationships, Jeff is committed to acting in his clients' best interests at all times. He takes the time to understand each client's unique financial situation, goals, and concerns before crafting personalized financial plans tailored to their needs.
Whether you're planning for retirement, saving for your children's education, or looking to build wealth for the future, Jeff provides clear and independent advice to help you navigate the complexities of financial planning with confidence. In addition to his experience and independent advice, Jeff is known for his approachable demeanor and his ability to explain complex financial concepts in simple, easy-to-understand terms. He believes in empowering his clients with knowledge and confidence to make informed financial decisions.
Jeff attended Central Michigan University to obtain his Bachelor of Science in Business Administration, with a major in Personal Financial Planning and minor in Law. He also earned designations as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Accredited Investment Fiduciary (AIF®). Outside of work, Jeff enjoys spending time with his family & friends, traveling, golfing, exploring the great outdoors, and cheering for the MSU Spartans.