“Working with my clients to clarify, and then prioritize, their goals are the first critical steps toward pursuing them. My clients recognize that their priorities, not mine, are important. I am at their service and have affirmed my philosophy, “You know where I am if you need me.”“
Check the background of this investment professional
With more than 17 years of experience in the financial services industry, Jeff prides himself on compliance, ethics and honesty; always doing the right thing each and every time. Being an independent advisor allows him to work with clients in a way that is best for them. Jeff has been affiliated with LPL Financial for the past 12 years.
Originally from Cedar Falls, IA, Jeff and his wife, Maria, have been residents of Mount Pleasant since 2001. He is especially proud to be the father of three sons, Alex, Jack and Drew, for 20 years and counting. In Jeff’s spare time he enjoys reading, grilling, golfing, Fantasy Football, and spending time with his family.
Exchange Club of Mount Pleasant; President Elect
Physicians, those nearing retirement
The setting and execution of financial priorities, CFP® 6-step financial planning process
Recently Read Books:
The Man Called Intrepid, One Year After, One Second After, Game of Thrones
University of Iowa, BS, 1994
University of SC, Masters, 1998
General Securities Registered Representative
Held with LPL Financial
Uniform Combined State Agent
Held at Independent Advisor Alliance & LPL
General Securities Principal
Held at LPL Financial
CERTIFIED FINANCIAL PLANNING™ Practitioner
Masters of Business Administration
Securities Registration States
AZ, CA, CO, FL, IA, MN, NC, SC, TN
Insurance Registration States
IA, NC, SC
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