Our Qualifications

We have been working with individuals and businesses since 2004.

Jeff holds FINRA Series 7, Series 24, and Series 66 licenses with LPL Financial, as well as state insurance and annuity licenses.  

Jeff is a CERTIFIED FINANCIAL PLANNER™ Practitioner.  As a CFP®, Jeff focuses on serving his clients ethically through comprehensive financial planning.  

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.