Jeff’s 40 year career path in the financial services industry has created a value proposition that is an exceptional and diversified integration of credentialed education, experience-based knowledge and industry leadership. His fiduciary-based business model focuses on enhancing his ability to be a trusted advisor to high net worth individuals, families, businesses and their mission critical employees, retirement plan sponsors and participants.

American Retirement Association
Board of Directors
Government Affairs Committee
National Association of Plan Advisors (NAPA)
Past President
Past Chairman – Government Affairs Committee
American Society of Pension Professionals and Actuaries (ASPPA) Member
Financial Planning Association (FPA) Member
Investment & Wealth Institute member.
Franklin Templeton Retirement Innovation Advisory Council
Awarded Top Advisor by Participant Outcomes (TAPO)