Jeff utilizes an abundance of both business and personal financial management knowledge developed over a 34 year career to craft wealth management and retirement planning solutions. These solutions are designed to provide financial independence and a comfortable retirement for our clients.
Jeff graduated from the University of Tennessee with a Bachelor of Science Degree in Business with a concentration in Finance.
Jeff holds the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. The CFP® mark of distinction is one of the most recognized and respected credentials in the financial services profession.
Jeff started with United Parcel Service while still attending high school. He worked in the Knoxville Hub the next 4 years while studying to earn his Bachelor of Science Degree in Business with a concentration in Finance from the University of Tennessee. After graduation, Jeff spent the next 22 years in various Operations and Finance related assignments, with the 20 years in Finance and Accounting Management and the last 10 years as a Controller. This 20 years in Finance and Accounting Management instilled in Jeff a conservative financial management trait combined with diligence, precision and confidentiality.
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.