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With nearly two decades of experience, Jeff works closely with affluent individuals and families by helping them develop a plan to achieve their long-term financial goals.
Jeff brings a broad background of working with clients in financial planning, investing, insurance, and estate planning. His analytical mindset and insight allow him to bring a refreshing approach to his clients.
Jeff and his family have lived in South Atlanta for over 20 years. When away from the office, Jeff stays involved with activities that impact his children and their peers.
®️Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®️, Certified Financial Planner™️ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Georgia Institute of Technology – Bachelor of Industrial Engineering
Newnan, Georgia
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