Senior Account Executive
Jeff has been a retirement investment professional for over twenty years, focusing on helping families with retirement goal planning, income planning, social security and Medicare.
Jeff researches and implements new programs and models essential to financial planning and office development. As a Registered Securities Principal, Jeff oversees the rapid and compliant placement of client assets and plans. Jeff has instructed retirement planning and insurance courses for over 15 years in schools systems, community education programs and retirement centers.
Jeff currently holds the FINRA Series 63, 7 and 24 licenses. He is also licensed and qualified in Accident and Health, Life insurance and Variable Annuities through the state of Michigan and Florida.
Prior to working in the financial service industry, Jeff was a soldier in the United States Army. Jeff and his wife Christy reside in Kalamazoo, MI with their feline family.