Jeff has a passion for helping clients plan for and protect their family’s financial future, having spent over 19 years in private practice as a Financial Advisor serving a spectrum of clients. Over time it became apparent to him that a critical, yet often missing, component of a family’s financial plan involved protecting the wealth they had spent years building. With only one or two years of home care or nursing home expenses, a client could see their hard-won wealth drastically decline, or even disappear, under the highly erosive forces of such intensely expensive care. This weak link in most people’s financial plans became such an overriding concern, that Jeff decided to specialize in helping clients with the crucial need for protecting themselves against such a devastating burden.
Born in Wisconsin, Jeff received his degree in Engineering from the University of Wisconsin – Madison. He has been a Floridian for over half his life now, and recently moved to the quaint beach town of Neptune Beach. He spends his spare time with his wife and daughter enjoying the beach life, doing a lot of bike riding, kayaking, and enjoying his family.
Licensed in: AZ, CA (#4039048), CO, CT, FL, ID, MT, NC, OR, SD, TN, TX (#2498603), WA