Jeff and his wife, Angie, have lived in central Florida for nearly 30 years. They currently live in the small town of Windermere, which is a quiet suburb about ten miles west of downtown Orlando. They met while attending the University of Florida, in Gainesville, Florida. Their careers led them to Orlando after graduation, where they’ve been ever since. They were married in 1997and are parents to 2 sons. Their older son, Alex, is now attending the University of Florida and their younger son, Jack, is in high school.
Jeff has been in the financial services industry for 30 years. After a great deal of formal training with a private financial group in Gainesville, Jeff began his career with International Assets in 1993.
Jeff has successfully completed the required curriculum for several industry designations, including the Certified Financial Planning certificate, and the Certified Senior Advisor certificate. He has also been awarded the Chartered Retirement Planning Counselor designation. Jeff has earned several NASD issued licenses, including the NASD Uniform Investment Advisor Law Exam. In addition to his securities licenses, Jeff also holds life, health, and variable insurance licenses in numerous states.
Jeff has been invited to lecture in front of thousands of investors around the country on the topics of wealth protection, portfolio management, retirement planning, tax reduction and much more. His views have been cited in several national publications including:
- Barron’s
- U.S. News
- Yahoo! Finance
- AARP
- Financial Advisor
- Financial Advisor IQ
- Fatherly.com
Jeff also serves various local charities as a board member and/or financial committee member. His work has led to respected industry accolades, including membership into the Global Registers “Who’s Who in Executives and Professionals” and repeat qualifications for the Million Dollar Round Table.