We all want to construct a happy life and build a comfortable future; life almost always throws us curves. Jeff helps clients prepare and stay focused on day-to-day living, while he focuses on their best potential financial path forward.
Since the year 2000, he has helped clients manage and preserve wealth while navigating volatile markets. How? By closely tracking economic drivers, often daily, and using long-term goals to guide clients’ immediate financial decisions and investments.
Prior to Raymond James, he was a portfolio manager within the Wells Fargo Advisors Private Investment Management (PIM) program where he built custom portfolios and managed them to work toward meeting clients’ needs. Jeff stays in close touch with clients’ overall plans and encourages clients to call him for as-needed discussion about situations affecting their financial lives.
His approach as a financial guide reflects how he approaches life. He and his wife are active parents, volunteers and community members. The family enjoys outdoor activities and sports, and the fun of learning and leading through the Boy Scouts.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.