Jeff identifies financial planning strategies that focus on preservation of capital and growth for the retirement lifestyle of pre-retirees, professionals, business owners and retirees. He graduated from Western Illinois University in 1979 completing two Bachelor degrees finishing with his Masters degree (abt) in 1980.
He started his career in 1982 living in Chicago, advanced quickly and decided to move his family to the Scottsdale, AZ area. Jeff has his Series 6, 63 and 65 investment registrations. He is an RFC-Registered Financial Consultant, CEP-Certified Estate Planner and a CCPS-Certified College Planning Specialist.
He also holds life and health insurance licenses and understands Medicare Parts A-B-C-D entirely.
His specialty is working with baby boomers 55 years and older, having $250,000 or more to invest who are interested in Retirement Income Planning Solutions. Jeff has a unique proprietary system with a step by step process which includes calculating Social Security optimization reports for those clients who are in need of this service.
His financial planning technique determines which service and/or solutions are best for his clients to help achieve their financial goals.
Jeff’s two passions in life are his family and the Phoenix Suns.
He married his high school sweetheart immediately after college.
He is a dutiful father to his beautiful daughters. Jeff has been a Phoenix Suns ticket holder for over twenty years and attends as many home games as his schedule allows. He is looking forward to another amazing season this year.
Go Suns!
He started his career in 1982 living in Chicago, advanced quickly and decided to move his family to the Scottsdale, AZ area. Jeff has his Series 6, 63 and 65 investment registrations. He is an RFC-Registered Financial Consultant, CEP-Certified Estate Planner and a CCPS-Certified College Planning Specialist.
He also holds life and health insurance licenses and understands Medicare Parts A-B-C-D entirely.
His specialty is working with baby boomers 55 years and older, having $250,000 or more to invest who are interested in Retirement Income Planning Solutions. Jeff has a unique proprietary system with a step by step process which includes calculating Social Security optimization reports for those clients who are in need of this service.
His financial planning technique determines which service and/or solutions are best for his clients to help achieve their financial goals.
Jeff’s two passions in life are his family and the Phoenix Suns.
He married his high school sweetheart immediately after college.
He is a dutiful father to his beautiful daughters. Jeff has been a Phoenix Suns ticket holder for over twenty years and attends as many home games as his schedule allows. He is looking forward to another amazing season this year.
Go Suns!