Jeff is a highly experienced financial advisor and wealth management consultant known for striking a careful balance between asset appreciation and risk management. His financial strategies and insights have often been featured in local and industry publications. Before joining our team, Jeff was a portfolio manager at Mehren Capital Management, a private money management firm in Boca Raton, Fl, and a financial advisor with Raymond James Financial, Inc. in Palm Beach, Florida. He holds Series 7 and 65 securities registrations with Ameritas Investment Corp., and earned a degree in finance with a concentration in investment management from the University of Alabama at Birmingham.
When he is not busy serving clients, Jeff is committed to serving his community. He is treasurer of the Future of Hunting in Florida, sits on the National and Florida State Board of Directors of the Coastal Conservation Association, and works with many other conservation causes. In his free time, Jeff enjoys fishing, hunting, training his bird dogs and spending time with his daughters, Audrey and Becca.
