as seen in Kiplinger's
As Featured on ABC TV
A fiduciary who has been serving clients for more than 19 years, Jeff provides independent, fee-based asset management and insurance concepts. His access to a universe of investment options puts him at the forefront of the retirement planning space. Jeff is a qualified Lifetime Member of the prestigious Million Dollar Round Table, recognized as the standard of excellence in the financial services industry.
Jeff is married and the proud husband of his wife, Ai; his son Beau, daughter Emma and their dog, Gogo. He is a 17 year member of Canyon Gate Country Club and active in the Las Vegas business community for many years.
Retirement Happy Hour interviews have aired on; ABC, CBS, NBC, and FOX.
Bachelor of Science degree in Communications from Kent State University, cum laude. He has also completed numerous continuing education programs in both the insurance and securities industries.
Jeff is a featured speaker at industry conventions nationwide.
Avid golfer, tennis player and former college scholarship athlete, Jeff is proud to have been a 2015 inductee into his High School Sports Hall of Fame, the first in his class to be so recognized.
Spends time with local charities helping the homeless and special needs children. Jeff is passionate about finding loving families for rescue dogs.