Jeff earned his Life insurance license in 1981 as one of the first agents to work at Financial Services of America (FSA). In 1999, Jeff has earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning which allows him to review financial sales and tax-efficiency and insurance planning strategies. He also holds Series 6, 63 and 65 securities licenses which allow him to participate in mutual fund sales. Jeff is a Registered Representative through AE Financial Services, LLC (AEFS) and is a Investment Adviser Representative through FSA Advisors.

Jeff has worked with thousands of clients over 35 years. He takes pride in developing individual strategies that accomplish each client’s specific goals for their financial planning while acknowledging their concerns in the process.

Two of the most rewarding aspects for Jeff are teaching classes and mentoring the agency’s other representatives to develop their knowledge and skills for a long term career at Financial Services of America.

In his free time, Jeff enjoys spending time with his sons and attending their sports and school activities.