Jeff has worked primarily with business owners, entrepreneurs, and executives for over 20 years and learned their secrets for creating wealth and successfully exiting their companies.

Since opening our doors in 1998, Jeff has distilled the lessons learned of successful wealth building from our high-net-worth clients that has allowed Jeff to develop a proprietary approach to financial freedom into a documented and repeatable process to ensure your success in achieving your financial Freedom Day.

Whether you are starting out with a few hundred dollars or millions their approach will work for you!

Prior to beginning his career in financial services, Jeff was an executive with Procter & Gamble and later a business consultant. He graduated from Denison University with degrees in Mathematics and Economics.