A native of Bloomington, Illinois, Jeff considers the area his hometown. When not in the office, Jeff enjoys spending time with his wife, Carol and their children and grandchildren, along with golfing, running, and engaging in various hobbies like cheering on the Chicago Bears and Chicago Cubs.
Jeff's passions extend beyond his family to serving the local community. He serves on the Illinois Prairie Community Foundation Board and is Chair of the Development Committee. Jeff also volunteers his time as Chairman of the ISU Finance Insurance and Law Advisory Board (formerly Education Investment Fund Board)
Fun Facts: Jeff has lived in both Illinois and California and spent 18 years working and living in the Los Angeles area. He’s a big fan of British murder mysteries, but at the holiday time you can find him watching Chevy Chase in Christmas Vacation. On his bucket list - sitting in on drums with the Rolling Stones (he did it with The Drifters once!)
–
With over 50 years of experience, Jeff provides comprehensive financial planning tailored to meet individual needs. His areas of specialty include:
- Business succession planning
- Retirement distribution planning
- Charitable gift planning
- Transition (divorce, widowhood)
- Planning for women
Jeff's Credentials:
- BS in Business Administration - Illinois State University
- Masters in Business Administration - Illinois State University
- Certified Financial Planner®
- Chartered Advisor in Philanthropy®
- Series 7 and 65 securities licenses
Jeff takes great satisfaction in helping people feel better about their financial goals while saving them time and energy, while also mentoring other advisors.
Favorite quotes/mantras:
“If you think you can…you can.”
“Treat others with kindness, consideration and tolerance.” - Dalai Lama