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Jeffery Grecu, CASL, LUTCF

Jeffery Grecu, CASL, LUTCF

Financial Planner | Professional Wealth Advisor

Jeff graduated from Ball State University in 1982 with a degree in management. Jeff worked in the health care industry for five years and then began his career in financial services. Jeff is a Financial Advisor, Chartered Advisor for Senior Living (CASL), Certified Long-Term Care Consultant (CLTC) and member of the Million Dollar Round Table.

Jeff became passionate about helping individuals and families afford desirable choices for long-term care as a result of a personal family experience. Jeff is proud of helping families manage their lifestyle by simultaneously planning for their anticipated future and unexpected events.

Jeff is married to Karyl and they have two children, Mary Kate and Matt.


Fun Facts about Jeff:

Jeff is passionate about golf and he tracks the weather like a meteorologist to determine when he can book his next tee time.

Jeff and his wife. Karyl, are looking forward to becoming empty nesters now that both of their children have graduated from college and Karyl is completing her career as an educator.


Favorite Quote:

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel” -Maya Angelou


CASL conferred by the American College