A Financial Advisor with 30 years of experience in creating financial strategies for his clients, Jeff helps clients with financial planning and portfolio management, specializing in:
- Retirement Income & Distribution Planning
- Asset Allocation and Investment Management
- Inter-Generational Wealth Transfer Planning
Jeff began his financial services career in 1993 as a Financial Planner with American Express (now Ameriprise), and then becoming a Branch Manager for Edward Jones. Jeff received a Bachelor’s degree in Business Administration with a concentration in Finance in 1985. Soon after, he served as an aviator in the US Air Force from 1986-1992, rising to the rank of Captain aboard the B-52 as a Radar Navigator and instructor, receiving the Air Force Commendation Medal among other awards.
Today, Jeff helps his clients navigate the challenges of the present while planning for the future – addressing risk, taxes, and inflation – and focusing on the issues that matter most to them.
In addition to being an Investment Advisor Representative (IAR) with Osaic Advisory Services, LLC, Jeff is also a Registered Representative with Osaic Wealth and holds the Series 7, 24, 63 and 66 securities licenses, as well as insurance licenses in several states. He earned the ChSNC designation through the Chartered Special Needs Consultant program from The American College of Financial Services, and is also a member of FSI, the Financial Services Institute.
An avid golfer and general sports fan, Jeff lives in South Meridian with his wife and daughter.