Jeff's mission is to be a trusted advisor to people of faith as they work to honor God with their finances and pursue the desires that God is producing in them. He guides his clients through the decision-making process by integrating Biblical principles and technical expertise.
Jeff has been a Certified Financial Planner™ practitioner since 2012 and attained the Certified Kingdom Advisor® designation in 2016. He is also a Certified Planned Giving Consultant with the G.A. Repple Generosity Initiative.
He served as a member of the Board of Elders at West Side Community Church in Traverse City, Michigan from 2007 – 2009. He was also a frequent guest on “Breaking Free”, a weekly Christian financial talk radio program on WLJN FM Traverse City from 2009 – 2015, and is currently a “Manage Your Money” class instructor and financial mentor with Love Thy Neighbor Grand Traverse (formerly Love In The Name of Christ), where he has been serving since 2015.
His professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity.
Jeff has been married to his beautiful wife Nicole since 2003. They have two daughters and three sons and live in scenic Traverse City, Michigan. They have been members of West Side Community Church since 2004.
Jeff is Licensed in Arizona,Florida,Indiana,Michigan,Ohio
Jeff has been an NACFC Member since 2019