Jeff began his career in the securities industry in 1994. In 2017, he became a Chartered Retirement Planning Specialist®. He specializes in retirement planning, wealth management and helping clients build their legacies. He brings more than 30 years of experience to his role in helping clients achieve their goals and envision their financial future.
Prudent and professional, Jeff fosters open communication with clients and simplifies matters to keep the focus on their objectives. He creates lasting relationships with clients through mutual respect and unwavering dedication.
Jeff was a former Board Member and Director of Membership for the Association of the United States Army, a private, nonprofit organization. He was Treasurer of the Jackson girls’ softball league and a former Board Member of the Washington High School Alumni Association. Jeff currently volunteers for the SAM Center, Serving Area Military, a 501c nonprofit. He hosts an annual golf outing to raise money for local veterans through the SAM Center.
The U.S. Army veteran earned an Associate’s Degree in Business Administration from Kent State University and maintains a Series 7 license.
Jeff and his wife Jodi live in Plain Township, Ohio where they enjoy an active lifestyle.
Raymond James is not affiliated with the above organizations and/or charitable causes.