Jeff has served as a Wealth Manager since 2012, 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. Before joining Creative Planning, Jeff spent 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 has three children, Mary Jane and twins, Michael and Emily. Jeff is a 2019 inductee into the Eastern Randolph High School Hall of Fame for tennis. He is an Eagle Scout who enjoys playing tennis, golf, and spending time with his children.
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