With over 10 years of experience in financial services, Jeff is passionate Q & A about helping clients align their money with their deepest values. He enjoys working with clients at all stages along their journey. A natural teacher, he loves breaking down complex topics into clear, actionable steps. Jeff started his career at Vanguard where he built a strong base in investments and earned his CFP® certification in 2018. Over the last 7+ years, Jeff worked hand-in-hand with clients at an RIA in Charlotte to guide them through all aspects of financial planning. Jeff lives in North Carolina with his wife, and their 3 kids. Outside of work, he enjoys travelling, hiking, mountain biking, golf, and a good cup of strong coffee.
