Jeff chose to start his career in financial services after a long career in the corporate world and entrepreneurial endeavors. His desire to help friends, and family, as well as their friends and family, to improve their financial literacy, solidified his decision. Jeff is passionate about helping his Clients to learn - to show them facts - to lead them to a better retirement by cutting through the confusion in the financial arena.
Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.
Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.