Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Clemson, SC #4744!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

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.