Meet Jeff

Jeff is a graduate of University of Arkansas where he studied accounting. He enjoys working with clients in various stages of life, helping people meet their goals regardless of what those might be. Jeff is a CERTIFIED FINANCIAL PLANNER® crucial aspect of the CFP® designation is the commitment to uphold a fiduciary duty to clients. This means that CFP® professionals are legally and ethically obligated to always act in their clients’ best interests. In short, all CFPs are financial advisors, but not all financial advisors are CFPs. Jeff currently resides in Lowell, where he enjoys coaching youth soccer, being outdoors, traveling and spending time with family.