Jeff has been helping individuals and families plan their financial futures for more than 25 years. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008 and is an active member of the Financial Planning Association. Jeff is committed to providing advice that puts clients first and believes the key to financial planning is understanding each person’s unique goals and building a personalized plan to help them get there.
In his work with clients, Jeff focuses on creating and implementing comprehensive financial strategies covering investments, retirement planning, personal risk management, and estate planning.
Jeff lives in Lewis Center with his wife, Monisha, and their children, Arya and Riyan. Outside of work, he enjoys golfing, attending sporting events, and spending time with family and friends.