With over a decade of experience serving the financial needs of Northern Michigan, Jeff is excited to bring his knowledge and passion for financial well-being to his clients and community. Jeff holds a Chartered Retirement Planning Counselor™ designation through the College of Financial Planning, and is a registered Wealth Advisor through LPL Financial, in partnership with 4Front Credit Union.
Having traveled both domestically and abroad as a military dependent while growing up, Jeff has seen firsthand how much financial literacy and prudent decision making can have lifelong impact on personal and family well-being across the full spectrum of possible social or economic backgrounds. He believes in making financial education accessible to everyone and finding out what truly matters to the families he works with.
Outside of the office, Jeff is a devoted husband and father, and when his hands aren’t full with his son, he can often be found in the kitchen trying to recapture the flavors of his childhood abroad; working on home improvements; or further devoting himself to self-improvement and community building at a local jiu-jitsu academy.