Focus and experience:
For 18 years Jeff has provided comprehensive investment planning for families, business owners, working professionals and retirees. He will help you clarify and prioritize your financial goals, then construct an individualized plan to help meet your objectives. Your goals and objectives are Jeff’s highest priority. As a CERTIFIED FINANCIAL PLANNER® Professional, he has an enhanced knowledge of the investment planning process including retirement planning, tax efficient guidance, charitable giving, business planning, educational planning, wealth transfer strategies, investment management and estate planning strategies. Jeff provides insight, integrity and guidance to build a step-by-step plan to help you accomplish your goals and steward your wealth.
Background and credentials:
Jeff earned his undergraduate degree at Middlebury College in Middlebury, Vermont. Jeff began his career as a Financial Advisor with A.G. Edwards & Sons (a predecessor firm of Wells Fargo Advisors) where he developed his fundamental investment knowledge. Jeff holds his FINRA Securities 24, Series 7 and 66 securities registrations with LPL Financial and in 2012, Jeff earned the CERTIFIED FINANCIAL PLANNER® Certification to better serve his clients.