Jeff has been in the financial services industry since 2002 and is focused on providing holistic financial planning to help clients build wealth and achieve their goals. As an Investment Advisor Representative with Peak Wealth, Jeff works closely with clients as a trusted fiduciary advisor helping them navigate their journey to financial independence.
Jeff graduated from Kent State University in 2001 and maintains various FINRA licenses including the Series 6, Series 7, Series 63, and Series 65 and is currently working towards the CFP and ChFC designations.
Jeff resides in Chardon with his wife, Samantha, and young daughters, Juliana and Elaina. If you see Jeff outside of work he’ll likely be giving horseback rides, drawing rainbows with driveway chalk, or singing theme songs to Disney movies.