Jeff serves as a Wealth Manager, working directly with clients to develop and implement a strategy to address their financial, investment, insurance, tax and estate planning needs.
Jeff has been working in the investment industry since 1999. He was an Investment Consultant with a major national financial services firm for over 7 years where he assisted clients with their financial needs. Jeff spent the last 6 years with a $900 million investment management firm where he was responsible for client acquisition and working with high net worth individuals, doctors and corporations.
Jeff graduated from Guilford College with a Bachelor of Science degree in Business Management. Jeff and his wife Christine have three children – Mary Jane Elizabeth and twins – Michael Ray and Emily Renee. Jeff is an Eagle Scout, a supporter of the Wounded Warrior Project of NC, and enjoys playing tennis, golf, camping and boating with his family.
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