Schedule an Appointment with Jeffrey

Jeffrey is an Investment Advisor Representative with, and holds series 7, 63, and 65 registrations with, LPL Financial. Jeffrey also holds licenses in Life, Accident and Health, Variable Contracts, Property and Casualty as well as Mortgage. With over 16 years of experience in financial planning, Jeffrey takes a comprehensive approach to his client’s needs and goals by analyzing all 6 key areas of their financial picture in order to provide a holistic perspective.

Jeffrey was a business major at Eastern Michigan University. During his 13 years living in Seattle, WA he began his career in the financial services industry as a mortgage officer. In 2006 Jeffrey relocated his family back to Michigan where he extended his foray into the financial services industry by becoming a financial advisor. As an Investment Advisor Representative Jeffrey works as an investment fiduciary for his clients.

Jeffrey is an Eagle Scout (Troop 477) born and raised in Michigan, Jeffrey has resided in Midland with his wife and three kids since 2008. He and his wife are involved in their church, enjoy traveling, spending time with their kids and relaxing at the family cottage at Crystal Lake in Beulah, MI.