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 Counselor™ 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 40 years. He takes pride in developing individual strategies that helps each client pursue their specific goals 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.