With over 25 years of experience, Jeff specializes in helping clients build personalized Financial Road Maps, guiding them to Live Life on Purpose. Through his Virtual Family Office (VFO), he collaborates with experts to discover what matters most to each client, crafting, monitoring, and adjusting a financial plan tailored to each family’s unique goals, with an emphasis on tax strategies and income distribution planning.

Jeff is dedicated to ensuring the financial security of his clients, both for their families and businesses. Understanding that the future is unpredictable, he prepares clients for a range of outcomes, developing lasting relationships based on trust and long-term planning.

He has received the National Quality Award from NAIFA® (National Association of Insurance and Financial Advisors) numerous times and is a qualifying member of MDRT – The Premier Association of Financial Professionals®.

Jeff’s extensive industry credentials include:

• ChFC® (Chartered Financial Consultant)
• CLU® (Chartered Life Underwriter)
• RICP® (Retirement Income Certified Professional)
• CASL® (Chartered Advisor for Senior Living)
• CLTC (Certified Long-Term Care)
• Medicare Planning Certified

In his free time, Jeff enjoys traveling and outdoor activities like hiking, biking, skiing, and golfing with his wife Jodi, along with spending time with their rescue dogs.