For more than 15 years, Jeff has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. He has focused his career on creating and implementing individualized plans to fit clients and their families. Jeff works with high-net-worth individuals, families, businesses, foundations and endowments to realize their financial goals. Typically, his clients have $250,000 or more of investible assets. Occasionally, exceptions are made for families dedicated to saving concurrently for retirement and their children's education.
After earning a BBA in Finance from Western Michigan University in 2001, Jeff was a commercial underwriter at Hastings Mutual Insurance prior to joining Centennial Securities in 2004. He holds Series 7, 63 and 65 registrations. Additionally, Jeff has earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients.
Jeff lives in Ada with his wife, Liz, their three boys, Gibby, Henry and Nolan, and numerous pets. When not at work or at his kids' various activities, Jeff enjoys golfing, baseball and reading. Currently, he volunteers his time on the Forest Hills Public Schools Foundation Board and coaching youth sports.