Insurance Strategies, Investment Strategies (Reg. Reps Only)
English
Jeff is originally from the suburban Detroit area. After attending Michigan State University, he began his career in Financial Services in 1986.
As a Wealth Management Advisor, Jeff is passionate about helping his clients manage their financial and investment matters. He is driven by his commitment to always act in his client’s best interests, with no strings attached, and have a direct, positive influence in his clients’ lives, while helping them map out a strategy for reaching their individual goals and objectives. He does this by using a combination of experience, professionalism, service, and access to the most current products and technology available in the industry.
By using a holistic approach to wealth management, Jeff and his team incorporate every aspect of their client’s financial lives into their plans for the future.
When he is not helping his clients, Jeff enjoys spending time in Northern Michigan and Florida with his family. He also loves to golf and travel.
CRN202702- 5901256
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