Charlotte, NC 28210
Jeff is a graduate of Clemson University and native of Greenville, SC. He has been a member of the Consolidated Planning (CP) team since 1989. Over the past several years, Jeff and his team have become specialists in the areas of Business Planning, Employee Benefits, Investments, Individual Planning, and Estate Planning.
Jeff is a Life Qualifying and Top of the Table member of one of the industry’s most prestigious professional associations, the Million Dollar Round Table. He is also a member of several professional organizations, including the National Association of Insurance and Financial Advisors and the Finance and Accounting Consultants Alliance. Jeff has recently been named again to the Forbes Best in State Financial Security Professionals list for North Carolina. He is also a former board member of the Charlotte Hospitality House.
Jeff is consistently among the top investment producers at CP and is a member of Park Avenue Securities’ Top Investment Producers group. He has FINRA Series 6, 7, 63, and 65 registrations, as well as insurance licenses for Life, Health, Long Term Care, and Medicare Supplements. Jeff has earned the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Certified Exit Planner (CExP®) designations.
Jeff is a member of St. Vincent DePaul Catholic Church and is among the very best cooks in the CP family. He believes there is something especially rewarding about coming to work and making a difference for those he considers family and friends!
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
CA Insurance License Number – 0I59057,2023-160153 Exp 8/25
Check the background of this investment professional on FINRA’s BrokerCheck.