JB

Jeff Barnes

Senior DC Investment Consultant

Jeff Barnes has a robust background in financial and retirement plan consulting, with experience spanning from 2004 to the present. Jeff commenced a career at Thompson Dunavant LLC in financial and retirement plan consulting before becoming a Fiduciary Advisor at Barnes Retirement Plan Specialists, Inc. from 2007 to 2013. Following this, Jeff served as Director of Retirement Plan Services at Legacy Wealth Management, Inc. from 2013 to 2015 and progressed to Senior Consultant at Gavion Investment Consulting, LLC until 2019. Currently, Jeff holds the position of Senior DC Investment Consultant at CBIZ, a role undertaken since July 2019. Jeff holds both a Bachelor of Business Administration and a Master of Business Administration in Finance from the University of Mississippi, earned between 1987 and 1992.

Location

Memphis, United States

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