Jeff has been helping his clients protect and preserve assets through strategical Retirement and Estate planning since 2002. Early in his career, he provided supplemental and long-term care insurance to school employees in Ohio, West Virginia and Pennsylvania. He quickly advanced to District Manager, where he was able to lead a team and focus on assisting the senior division of educators in choosing safe retirement options.
Outside of his professional life, Jeff is a family man. He has been married to his high school sweetheart for over 35 years and has been blessed with two wonderful daughters and two wonderfully energetic grandsons! If you were to ask the details of his own dream retirement, you might just learn a thing (or two) about fast boats.
Through nearly twenty years of experience, Jeff has found his specialty in helping individuals and families get the most out of their hard-earned assets. He places value on educating clients in the most effective ways to prevent financial loss due to unpredictable circumstances. The success of his clients is the motivation behind his continuous pursuit of safe retirement options that will last a lifetime, and beyond.