Jeff has 15 years of experience as a financial advisor. He is both a CFP® and CRC® (Certified Retirement Counselor) and is committed to helping people with their financial goals. As a CFP® professional, Jeff has completed the extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as met the CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, he is required to uphold his certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market.
Jeff is blissfully married to his wife of over 5 years and the two of them enjoy chasing their 2 year-old twins and 1 year old anywhere and everywhere. When Jeff isn’t working or training his kids to be professionals in every sport that exists, you can find him falling asleep 5 minutes into a movie or Netflix show along with his wife.