CERTIFIED FINANCIAL PLANNER™ Practitioner
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.
Memberships:
Exchange Club of Mount Pleasant; President Elect
Seacoast Church
Niche Market:
Physicians, those nearing retirement
Specializing in:
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
Education:
University of Iowa, BS, 1994
University of SC, Masters, 1998
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.