Jeff, a graduate of Clemson University and native of Greenville, SC, has been a member of the Consolidated Planning team since 1989. Over those years, Jeff has made a career of putting the client first and specializes in the areas of Investments, Estate Planning, and Business & Employee Benefits Planning.
Besides being a member at St. Vincent de Paul Church, Jeff is deeply involved in the community and supports many charities. He is an avid supporter of veterans by hosting functions in honor of them throughout the year (although he claims it is more of a passion since he is a huge World War II enthusiast). He was a past board member of the Charlotte Hospitality House and currently serves as a board member on the HandsNFeet Foundation, which through the gesture of giving gloves and socks is able to help many of Charlotte’s less fortunate.
Professionally, Jeff is also a member of several organizations including the Society of Financial Service Professionals, the National Associations of Life & Health Underwriters, Association for Advanced Life Underwriting, and National Association of Insurance and Financial Advisors. He is consistently among the top advisors at Consolidated Planning and is a member of Park Avenue Securities’ Top Investment group. Jeff is a Life Qualifying and Top of the Table member of the Million Dollar Roundtable, one of the industry’s most prestigious professional associations. In addition to achieving the Chartered Financial Consultant® designation, he also holds his FINRA Series 7, 63 and 65 registrations, as well as insurance licenses for Life, Health, Long Term Care and Medicare Supplements.
In his spare time, Jeff enjoys being with family, traveling and cooking. The financial services industry is only the second career he has had and he feels it will be his last. There is just something especially rewarding when coming to work means making a difference for those he considers family and friends.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
Check the background of this investment professional on FINRA’s BrokerCheck.