Jeff is originally from the suburban Detroit area, and after attending Michigan State University, he began his career in Financial Services in 1986. He joined the broker-dealer, MML investors and has been an advisor for the same firm his entire career.
As a wealth management advisor, Jeff is passionate about helping his clients manage their financial and investment matters. He is driven by his commitment to always act in his client’s best interests, with no strings attached, and have a direct, positive influence in his client’s lives, while helping them map out a strategy for reaching their individual goals and objectives. He does this by using a combination of experience, professionalism, service and access to the most current products and technology available in the industry.
By using a holistic approach to wealth management, Jeff and his team incorporate every aspect of their client’s financial lives into their plans for the future, including Investments, saving for Retirement and Education, Estate Planning strategies and philanthropic giving.
When he is not helping his clients, Jeff enjoys spending time in northern Michigan with his wife and two daughters. He also loves to golf and travel.
States Licensed to sell Insurance Products: FL, MI, NM
States Licensed to sell Securities: AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, PA, OH, TX, VA, VT, WA, WI