Certified Financial Fiduciary / Retirement Planner
With a broad range of experience in the financial services industry for over 17 years, Jeff has leveraged his diverse background into practical everyday financial advice assisting business owners, executives, investors and families with financial consultation in the areas of tax-free retirement planning, mortgage insurance, customized asset protection plans, final expense planning, critical illness and disability protection.
He specializes in wealth-building strategies that teach people how to maximize all their assets and build a retirement in a safe and tax-efficient manner. With all the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure ... but growing. Jeff and wife, Lisa, have been married 19 years and have a twelve year old son, Julian.
After graduating from Bowiling Green State University, Atlanta was Jeff’s first experience consulting business owners. Now after 20 years living in Akron ohio, Jeff’s mission is to continue helping clients avoid losing money on Wall Street . Protecting principal assets and to develop a solid retirement plan that produces income for life (in most cases, a tax-free retirement).
I am excited to announce that I will now be joining my Husband in business as a Senior Specialist after working for almost 20 years with senior patients as an Occupational Therapy Assistant. My experience in Health care will help me give clients guidance to educate them about their Medicare choices and what fits their personal needs. I look forward to this new chapter in my life.