Jeff genuinely likes meeting new people and is curious to learn all he can about you and your situation. In this process you’ll get to know him, and we are confident that you will discover he is precisely the type of person you are looking to for guidance.
Helping you create plans for a solid, secure future that ultimately give you peace of mind – this is what gives Jeff great joy.
When it comes to working with you, Jeff naturally goes the extra mile. Once, on a Saturday, he drove many miles to the home of a terminally-ill client to help her make changes to her estate plan to protect some prized real estate. The client passed away a few days later, with her wishes set in place.
Another time, Jeff uncovered a $15,000 life insurance policy that a departed client’s family didn’t know existed. It happens more than you know.
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