Chief Growth Officer
Beyond Family, Faith and Friends – Jeff loves to fish, golf and was formerly an SCCA Road Race Car driver for his adrenaline fix. Most of Jeff’s career has been spent doing diligence on strategists & helping advisors put multiple strategists together for an improved client experience.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.