Jeff's interest in things like numbers, returns and interest rates is what initially led him to become an advisor, but the relationships he’s established have kept him in the industry for the past 32 years. He received his bachelor’s with a major in Business from Wake Forest University and holds Series 7 and 65 licenses through LPL Financial. Jeff’s go-to financial advice is to invest in a personalized plan and stick with it.
Jeff and his wife, Noelle, have three children and two golden retrievers together. Jeff loves to travel, play the drums and test out new food and wines. He’s also a dedicated Carolina Panthers and Wake Forest fan. Jeff is involved with several nonprofits in the Charlotte area. His favorite part of working with clients is creating lasting relationships and guiding them to pursue their financial goals.