Chad B.

“Jeff is one of the most knowledgeable advisors that I have had the pleasure of working with in my career. He is constantly taking time to educate himself so that his clients receive the best financial advice available. You will not get the same old song and dance from Jeff like you would with most advisors. Instead of picking the flavor of the week in the stock market Jeff focuses on helping you avoid losses in your financial picture because he knows that helping his clients avoid the losses will get them much farther ahead than trying to pick the winners.”