Jeff has been protecting and preserving his client’s assets through strategical retirement and estate planning since 2002. Early in his career, he provided supplemental and long-term care insurance to school employees in several states. He quickly advanced to District Manager, focusing on the senior division of educators in choosing safe retirement options.
Outside of his professional life, Jeff has been married to his high school sweetheart for over 35 years. They have been blessed with two wonderful daughters and two wonderfully energetic grandsons! If you were to ask the details of his own dream retirement, you might just learn a thing (or two) about fast boats.
Through nearly twenty years of experience, Jeff has found his passion and specialty is helping individuals and families get the most out of their hard-earned assets. He places value on educating clients in the most effective ways to prevent financial loss due to unpredictable circumstances. The success of his clients is the motivation behind his continuous pursuit of safe retirement options that will last a lifetime, and beyond.
