Insurance Planning Advisor
Jeff has been involved in advanced insurance planning for over 25 years. He has experience in both sales and sales management in the financial service industry, banking and independent financial planning markets.
Jeff concentrates his insurance planning practice in the areas of estate planning, business continuation planning and charitable giving. He has a passion for finding new and creative ideas that can be used to solve complex planning issues.
Jeff has an undergraduate degree from West Chester University and a master’s degree from McDaniel College. He is also a graduate of The American College having earned the designations of Certified Life Underwriter and Chartered Financial Consultant. He also holds Series 7, 65, 63, and 26 licenses and well as his licenses in life, health and property and casualty.
Jeff lives in Blue Ash, Ohio with his wife, two daughters and one granddaughter.
Risk Management Services offered through Wealthquest Insurance Advisors, LLC