Trust, integrity and superior service are the guiding principles upon which Jeff has built his practice as a financial professional. Jeff believes that his role is to help clients employ a long-term planning and investment strategy based on their circumstances and facts, rather than emotions and market swings. Jeff specializes in many areas of financial planning, with emphasis on retirement and estate planning.

Through his affiliation with Raymond James, Jeff has developed a broad array of planning and investment services, designed to benefit his client's planning experience. In addition, planning services are complemented through his collaboration with tax and legal professionals. The ultimate goal is to develop long-standing relationships to provide a solutions-based approach in addressing each client’s unique circumstances and planning needs to help them achieve their goals and objectives. Jeff is a person you can trust in uncertain times.

Jeff joined Raymond James in 1999 and brings over 38 years of experience in the financial services industry. He began his career at American Express Financial Advisors in 1982 and attained his Certified Financial Planner^® Professional designation in 1990 – a certification of holding the principles of honesty, integrity, objectivity, competence, and diligence as outlined in the CFP Boards Code of Ethics. CFP^® professionals are required to follow a fiduciary standard when providing financial advice to a client and act in the best interest of their client in their financial planning.

When outside of the office, Jeff enjoys spending time with his family, traveling, water recreation, and being in the outdoors, especially hiking.