Jeff believes that trust is an important element in all relationships, but it is essential when working with a financial advisor. He and the team at Heritage Wealth Management seek to build that trust with everyone they work with. Using a team approach, they walk through every stage of life with their clients as trusted partners in financial decisions. Their ultimate goal is to make their clients' financial futures more clear, and to provide guidance every step of the way.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeff has earned one of the highest certifications in the industry when it comes to personal financial planning. He is also a member of the Financial Planning Association of Southwest Ohio. Jeff takes time to learn about a client's goals and risk preferences to develop and execute a comprehensive financial plan. As a CFP ® and fiduciary, he is required to focus on what is best for his clients, while building a portfolio that is customized, efficient and disciplined.
Jeff is a graduate of the Farmer School of Business at Miami University. Before joining Raymond James in 2014, Jeff worked as a financial advisor at Merrill Lynch. Prior to his time in the financial services industry, he served as area director for Young Life, a nonprofit ministry for teenagers in Hilton Head Island, South Carolina. Jeff still considers the low country his home away from home, and would love to help you plan a trip or even a retirement to sunny Hilton Head.
Jeff lives in West Chester with his wife, Madison, and two daughters and son, Sullivan, Sloane, and Banks. He is very involved with Young Life as both a volunteer leader as well as a city-wide board member. He and his family are members of Center Pointe Church in West Chester. Outside of work, Jeff spends a majority of his time with his family, playing an infrequent round of golf or waiting impatiently for his Bengals to finally win a playoff game.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.