Jeff serves as a trusted partner in helping clients plan for their long-term retirement income. For many who are in or near retirement, sufficient long-term income is a very important concern. After all, it's not uncommon these days for retirements to last 20, 30 or more years. Without a steady paycheck, how can you ensure your needs will continue to be met while minimizing the risk that you'll outlast your principal? At Raymond James, we help individuals living in and approaching retirement prepare for one of life's most rewarding stages. Drawing on more than 20 years of planning experience- as well as the vast resources of one of the most respected independent financial services firms in the country - Jeff can create a customized plan designed to help balance your need for consistent, long-term income with preservation of principal. In addition, Jeff holds the CERTIFIED FINANCIAL PLANNER™ certification and his previous experience as a certified public accountant allows him to help our clients plan tax-efficiently.*
Jeff is dedicated to putting your well-being first by offering a conservative strategy tailored specifically to your unique needs and objectives. It's a principle shared by both our team and our firm, and it's a commitment that has helped keep us strong over the years, during good markets and challenging ones.
Jeff earned his bachelor’s degrees in both accounting (1988) and finance (1991) from Florida Atlantic University. In 1991 Jeff received his Certified Public Accounting (CPA) designation and in 2009 Jeff received his CERTIFIED FINANCIAL PLANNER™ designation.
Originally from Pembroke Pines, FL, Jeff moved to Martin County in 1991 and currently resides in Palm City with his wife Deanna and their children Justin and Delaney.
Jeff is a former board member of the Martin County Education Foundation, Palm City Chamber of Commerce, Advocated for the Rights of the Challenged of Martin County, Humane Society of the Treasure Coast and the Gulfstream Council of the Boy Scouts of America. Jeff enjoys biking, camping, hiking, shooting sporting clay and spending time with his family.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.