With over three decades of experience in the financial industry, Jeff currently serves as a financial advisor and the market manager for Raymond James in the Grand Rapids and Holland Michigan markets. After graduating from Michigan State University with a degree in Finance in 1989, Jeff began his career as a financial advisor. Throughout his career, he has held various roles, including financial advisor, complex manager, regional and divisional director, and investment program manager across both traditional wealth management and bank channels.
As a highly experienced financial advisor with an impressive 35-year career in the financial services industry, Jeff is known for his client-centric approach. He has dedicated his career to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning.
Jeff’s areas of expertise include retirement planning, estate planning, investment management, alternative investments and tax-efficient strategies. His deep understanding of the financial landscape allows him to create tailored solutions that align with his clients' unique needs and aspirations.
Throughout his career, Jeff has built long-lasting relationships with his clients, earning their trust through his unwavering dedication and personalized service. He believes in empowering his clients with knowledge and confidence, guiding them through every stage of their financial journey.
In his free time, Jeff likes to travel with his wife Jean, and children, Alanna and Evan. In addition to travel, he enjoys golf, fly fishing, being outdoors and spending time on Elk Lake. Jeff has been actively involved in a variety of community and charity endeavors over the years. He is currently on the executive leadership team for the American Heart Association Heart Ball and Heart Walk in Grand Rapids Michigan.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Alternative investment strategies involve greater risks and are not appropriate for all investors.
Raymond James is not affiliated with any of the companies mentioned.
