Jeff began his career in financial advising in the fall of 2021. Prior to entering the industry, he was an 8th grade English teacher. His time teaching was spent creating goals with his students, analyzing obstacles, and carefully crafting lessons to guide his students to their desired destinations. Now, Jeff uses the same techniques in his practice; he helps clients create goals, analyzes their obstacles, and guides them through their retirement journey. The satisfaction of inspiring his students is still felt as he helps his clients realize their financial goals.
Jeff has a Masters of Science in Education and has also received the designation of Chartered Retirement Planning Consultant®. As an educator, Jeff understands the necessity of clear communication, authenticity, and preparation—all of which are essential elements of any well managed classroom or financial planning practice. As a Chartered Retirement Planning Consultant®, Jeff specializes in navigating pensions, social security, and other fixed income strategies; public service retirement plan offerings; medicare; and military benefits.
Jeff is married to his wife of 7 years, Paige, and the Lord has blessed them with three beautiful children: Thomas, Walter, and Penelope. When Jeff and Paige are not taking a family walk after dinner, reading books aloud to their children, or enjoying fellowship with friends from church, they can be found consumed in a competitive game of cards, watching the Vols storm the SEC, or enjoying their favorite movies together.