Jeff has more than 30 years of financial services industry experience, with a background in banking, managing client assets and international finance. He applies this knowledge to provide clients with market strategy, investment allocation and investment selection expertise.
Jeff graduated from The Ohio State University with a bachelor’s degree in economics and has been awarded a Forbes 'Best in State Wealth Advisor' for 2019, 2021, 2022, 2023 and 2024. He currently is involved with Central Ohio's Lifecare Alliance as a volunteer and financial supporter. Jeff has also been a proud sponsor of Back to Back Ministries as well as helping to support the startup of an English Speaking school in Cambodia.
In his off time, Jeff and his wife enjoy spending time with their four adult children, while also squeezing in their love for the outdoors and the many hobbies that come with it.
Forbes “Best-in-State Wealth Advisors” Multi-Year awards. Published annually Jan – April. Rankings based on data as of June 30 of prior year. 2024 Forbes Best-In-State Wealth Advisors was published 4/3/24, with rankings based on data as of 6/30/23.