About Jeffrey
Jeff works with clients to align their values with their wealth and resources. Using his extensive experience with risk management, taxation, and interpersonal skills, he strives to give clients the best opportunity to achieve what is most important to them.
Jeff enjoys working out, is an avid tennis player, and enjoys traveling and going to the beach with his wife, Debbie. He is also an active member of Dunwoody Country Club.
Education and Professional Milestones
- University of South Florida - Bachelor of Business Administration
- Prior to his role at Focus Partners Wealth, Jeff was a successful principal in his own CPA firm for more than 20 years.
Jeff works with clients to align their values with their wealth and resources. Using his extensive experience with risk management, taxation, and interpersonal skills, he strives to give clients the best opportunity to achieve what is most important to them.
Jeff enjoys working out, is an avid tennis player, and enjoys traveling and going to the beach with his wife, Debbie. He is also an active member of Dunwoody Country Club.
Education and Professional Milestones
- University of South Florida - Bachelor of Business Administration
- Prior to his role at Focus Partners Wealth, Jeff was a successful principal in his own CPA firm for more than 20 years.