Jeff has been helping generations of investors, families and small businesses, expand, manage, and preserve their assets and finances since as far back as he can remember. He was raised with a financially conscious focus and fiscal responsibility. Having been in a career within the technology industry, Jeff decided to pursue a new career in financial services and was successful at attaining his securities license and life and health insurance license. He applies his corporate business experience and finance minded focus towards the financial well being of clients.
Jeff utilizes a process that strives to maximize cash flow and potential growth while attempting to minimize risk and increase tax efficiency. For select individuals and small businesses, his process aims to help produce additional income for their retirement or any financial objective.
He continues the proud traditions of CMC Investment Management by providing wealth management strategies and services combined with customized advice and counsel. Our focus includes investment management, insurance and annuity review, liability management, retirement planning, and trust and estate planning.