Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands that the future can’t be predicted, so he helps his clients prepare for the best and worst-case scenarios while creating lasting, long-term relationships based on trust.
Jeff has been awarded the National Quality Award by NAIFA®, the National Association of Insurance and Financial Advisors, numerous times as well as a qualifying member of MDRT- The Premier Association of Financial Professionals.
With over 20 years of experience, Jeff specializes in working closely with clients to build a Financial Road Map so that they Live Life on Purpose. He does that by finding out what really is important to them and then building, monitoring, and updating a comprehensive financial plan tailored to the needs of each family he works with.
In his free time, Jeff and his wife Jodi enjoy all things outdoors including hiking, biking, and golfing. They are passionate about international travel and ethnic food. Jeff is also a certified Scuba Divemaster and has enjoyed exploring deep shipwrecks.
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