Jeff, with nearly 15 years of seasoned experience, is a distinguished professional in financial planning. Prior to joining SWM he has run practices at Merrill and Charles Schwab exceeding 1 billion dollars in assets. With a focus on retirement income planning, tax and estate planning, and adept options strategies, Jeff brings a wealth of knowledge to empower his clients in navigating the complexities of their financial landscapes, particularly with high-net worth individuals.
Jeff combines his years of experience with a client-centric approach, fostering enduring relationships built on transparency, reliability, but above all, care for his clients. His commitment to understanding the intricate needs of high net worth individuals sets him apart, making Jeff a partner in true client collaboration for those who don’t have the time, desire, or confidence to navigate themselves.
Outside of work, as a Grosse Pointe native, you can often find him working on his modest golf game at Lochmoor Country Club, or enjoying time with family and friends.
Degrees & Credentials
• BBA, Finance, Western Michigan University
• MBA, Finance, University of Michigan
• Chartered Retirement Planning Counselor