About
Jeff
Jeff joined Focus Partners in 2026, having come from Relative Value Partners (RVP). He provides comprehensive advisory services in estate planning, income tax planning, cash flows, asset allocation, and other financial planning areas. With more than a decade of experience in the industry, he is instrumental in delivering financial planning strategies and counsel to high-net-worth individuals.
Previously, he was a tax and financial planning manager with Charles Wm. Foster & Associates, where he provided comprehensive financial planning services, income tax compliance, and planning counsel to high-net-worth individuals and families.
As an attorney, Jeff has provided basic legal services in the areas of business consultation, formation of legal entities, and drafting of estate planning documents.
Education and Professional Milestones
-University of Illinois – bachelor’s degree
-University of Illinois College of Law – Juris Doctor
Jeff joined Focus Partners in 2026, having come from Relative Value Partners (RVP). He provides comprehensive advisory services in estate planning, income tax planning, cash flows, asset allocation, and other financial planning areas. With more than a decade of experience in the industry, he is instrumental in delivering financial planning strategies and counsel to high-net-worth individuals.
Previously, he was a tax and financial planning manager with Charles Wm. Foster & Associates, where he provided comprehensive financial planning services, income tax compliance, and planning counsel to high-net-worth individuals and families.
As an attorney, Jeff has provided basic legal services in the areas of business consultation, formation of legal entities, and drafting of estate planning documents.
Education and Professional Milestones
-University of Illinois – bachelor’s degree
-University of Illinois College of Law – Juris Doctor