Active within the community and his clients’ lives, Jeff has extensive experience working with business owners and executives to help them build the future they envision. The navy taught him the value of hard work, and life has shown him the treasure of family. He lives in Jacksonville with his wife, three sons and two stepchildren. Making memories is at the top of his list which is why he has plans to visit all the NFL stadiums with his sons.
CA Insurance License 0F88511, Resident State FL
* Forbes Best-In-State Wealth Advisors, Forbes Top Wealth Management Teams, and Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Disclosure: The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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