CPA/PFS, CFP®, CWS®, MSA
CEO, Director of Financial Planning
As CEO, Jeffrey is responsible for spearheading the company’s vision and strives to ensure the firm and its advisors are up-to-date on the latest financial, tax, and estate planning strategies.
He was named to the 2017 class of the “40 Under 40” by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership, and promise for the future.”
Jeffrey is also a recipient of the AICPA Financial Planning Division’s Standing Ovation award, presented for “exemplary professional achievement in personal financial planning services.” Jeffrey is an author and speaker, having presented hundreds of continuing education programs for CPAs, attorneys, and other financial advisors and has appeared on CNBC, Fox Business News, Public Television and CBS to promote tax and financial education. He is also frequently quoted in financial publications like The Wall Street Journal, Kiplinger’s, The Street, CNBC.com, and InvestmentNews, and is a content contributor for Forbes.com.
Jeffrey and his wife Bobbi-Jo are the proud parents of two boys, Reid and Grant. He and the boys are often referred to as “the triplets” because of their uncanny likeness to one another.