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
-Brad, TN 8/18/2022
-William, CA 7/20/2022
-Susan, CO 7/3/2022
-Marian, NC 6/29/2022
-Christine, OR 6/13/2022
-Jenny, CA 8/31/2021
Yesterday, Jeff learned that NGL, now inundated with new applications from WA residents, would stop taking applications at 6pm EST that very day. We had a meeting scheduled that day with Jeff for 8pm EST to finalize our application and provide our signatures. Jeff phoned us as soon as he got word of this new, sudden deadline, and we were able to finalize and submit our application with only minutes to spare before the deadline.
I cannot think of a greater example of someone caring for his clients and their goals,… Jeff was friendly, helpful, informative, and patient, and we won’t hesitate to recommend him to anyone looking for LTC Insurance in the future. Thank you, Jeff!”
-David, WA 8/10/2021
-Autumn, AZ 3/9/2021