Jeff has been with Raymond James & Associates since 1999 and in the securities industry since 1983. Jeff was a Partner at Roney & Company from 1993 until 1999 when Raymond James bought Roney & Company.

Education:

• B.A. in Economics from Alma College, Alma, Michigan
• 1987 - Earned designation as Chartered Financial Analyst
• 1997 - Completed three year certified course study at Wharton School of Business, Securities Industry Institute
• Industry Exams Passed - Series 24, 63, 65, 7 and 8
• Jeff is also licensed to provide life, health and long term care insurance in the state of Michigan

Affiliations:

• Traverse City Area Chamber of Commerce Member since 1996
• Office Chairman for the annual Raymond James United Way campaign

Jeff currently resides in Suttons Bay with his wife, Maria, and their two children, Rachel and Jack.