Jeff is responsible for creating and implementing personalized and comprehensive financial plans focusing on investment portfolios, retirement, personal risk management, and estate planning solutions. Jeff customizes investment portfolios designed to help toward meeting each client’s individual goals and objectives.
Jeff has over 18 years of experience in the financial industry and in 2008; he received his CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® certificate, Jeff has agreed to comply with all applicable laws and regulations, including CFP board’s Code of Ethics, and to act in an ethical and responsible manner in his professional activities. Jeff received a Bachelor of Science in Family Resource Management from Ohio State University.
Jeff resides in Lewis Center with his wife Mo, daughter Arya and son Riyan.