Jeff has been with Retirement Strategies since 2008 and in the Financial Services industry since 1991. Jeff's responsibilities at Retirement Strategies include developing and implementing client investment strategies. He also serves as the Chief Compliance Officer of our firm for regulatory oversight.
Throughout his career, Jeff has developed a focus on both retirement planning and investment management. Jeff worked as a financial planner with American Express Financial Advisors in Massachusetts and California, assisting individuals and businesses in developing comprehensive financial plans and investment strategies. Jeff served as an investment specialist and retirement specialist at Charles Schwab in California and Ohio. He also served as Director of Investment Operations at Professional Planning Consultants in Upper Arlington. Jeff assisted with developing and implementing investment strategies for clients with over $250 million of assets under management.
Jeff graduated from Bentley College in Waltham, MA with a B.S. degree in Economics and Finance. He attained his Certified Financial PlannerTM certification in 1995 and also holds the CRPC® (Chartered Retirement Planning CounselorSM) designation. Jeff is a member of the Financial Planning Association and is active in the local chapter.
Jeff resides in Hilliard with his wife, Julie and two children, Cameron & Ally. He is involved with helping coach his kids' sports teams, playing drums at his church and enjoys skiing and biking.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which
it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing