Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been in the financial advisory business since 2000. Jeff is passionate about helping clients find the best strategies for their unique financial needs and goals. Jeff has extensive experience in the investment advisor model from operations management to independent ownership with a broad background in investment management, financial planning, client relations, and administration. Jeff is a Qualified 401(k) Administrator (QKA) for ERISA retirement plans as well as a Certified Divorce Financial Analyst® professional providing expertise and data analysis on the financial issues of divorce that can help achieve equitable settlements.
It's All In Who You Know! When you are in need of a product or service, it's more comforting when someone you know refers you to someone they know. As members of the Team Network, it is important that we use and refer good, honest companies to our friends and customers. We regularly use and recommend, with confidence, the services of our fellow Team members and therefore, you can too! "It's like having a friend in the business." Please visit www.TeamNetwork.com to learn more.