About Jeff
As a Senior Associate Wealth Advisor, Jeff works with clients on developing comprehensive planning solutions to meet their personal goals. Throughout their relationship, he guides clients on the best strategies to preserve and grow their assets for their individual situations so they can live their ideal lifestyle.
Before joining Focus Partners, Jeff was an advisor with LifePlan Financial Advisory Group, which he joined in 2021 after spending four years in the industry. LifePlan joined Focus in 2023.
Jeff earned a Bachelor of Science degree in business administration with a concentration in finance from the University of Detroit Mercy. He completed the Oakland University CFP® program and earned the CERTIFIED FINANCIAL PLANNER™ designation.
Jeff and his wife, Rachel, live in Sterling Heights.
As a Senior Associate Wealth Advisor, Jeff works with clients on developing comprehensive planning solutions to meet their personal goals. Throughout their relationship, he guides clients on the best strategies to preserve and grow their assets for their individual situations so they can live their ideal lifestyle.
Before joining Focus Partners, Jeff was an advisor with LifePlan Financial Advisory Group, which he joined in 2021 after spending four years in the industry. LifePlan joined Focus in 2023.
Jeff earned a Bachelor of Science degree in business administration with a concentration in finance from the University of Detroit Mercy. He completed the Oakland University CFP® program and earned the CERTIFIED FINANCIAL PLANNER™ designation.
Jeff and his wife, Rachel, live in Sterling Heights.