Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, Financial Education
Jeff chose to start his career in financial services in 2017 after years of working in the corporate world, and in entrepreneurial endeavors. His desire to advise friends, family, as well as their friends and family, without the restriction of a 9-to-5 workday, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena. Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.
Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.
13 Ebb Tide Ct.
Salem, SC 29676