Jeff has been helping clients for more than 27 years pursue and manage their financial goals. He guides his clients through long-term financial planning relationships by making trust, communication, and attention-to-service the foundation of his business. Or, as he would so eloquently state, “to create a life for each client that is in harmony with their vision of who they are and what they want to accomplish.”
Jeff thrives on new challenges and is constantly engaged in professional development to advance Opus Wealth's portfolio management techniques and client experiences. He is an instructor at various colleges, universities, and Fortune 500 companies – and is actively involved in several community and charitable organizations. Jeff is married to Debi, and they have two sons, Travis and Kyle, and three grandchildren, Brandon, Emma, and Evan.
Jeff has earned the CERTIFIED FINANCIAL PLANNER™ (CFP ®) practitioner certification and holds the Chartered Financial Consultant (ChFC), Chartered Retirement Plan Specialist (CRPS), Chartered Advisor for Senior Living (CASL), and Life Underwriters Training Council Fellow (LUTCF) designations. Jeff has also earned the Financial Services top recognition and is a life member of the prestigious Million Dollar Round Table (MDRT).
Fun Facts about Jeff:
Jeff rides a motorcycle and a snowmobile… always with a helmet to protect his clients’ brain trust.
He is an avid reader and you never want to challenge him on anything involving numbers or analysis.
Jeff loves to travel and experience different cultures and geography. He has been to many countries in six of the seven continents.
“Successful and unsuccessful people do not vary greatly in their abilities, they vary in their desires to reach their potential.” John Maxwell
“Efforts and courage are not enough without purpose and direction.” John F. Kennedy