Jeff has over 30 years of experience in the investment business. His areas of expertise include investment consultation and advice emphasizing financial planning, retirement planning and estate planning services. Jeff works with individuals and corporations, guiding them to establish and achieve their long-term goals. He strongly believes in the importance of solid client relationships with integrity as the backbone of those relationships.
Jeff earned his bachelor’s degree from Indiana University in 1994 and, upon graduation, was hired by Baird. He is active in his community and enjoys golf, hunting, and fishing in his leisure time. He and his wife Stephanie, have a son, Jeffrey and a daughter, Jenny.