Jeffrey joined the firm in 2016. He handles day-to-day operations and client service needs, helping you understand and embrace the financial process, specifically when it comes to technology. Jeffrey is currently working towards earning his Certified Financial Planner professional (CFP®) designation.
Areas of Expertise
- Administrative Support
- Client Service
- B.S. Degree in Management from Florida Gulf Coast University
Outside the Office
Jeffrey is a member of the North Port Toastmasters club and attends and volunteers at New Day Christian Church. A South Florida native, he enjoys everything about coastal living. In his spare time, Jeffrey enjoys boating and fishing around Charlotte Harbor, as well as hanging out with his family and friends.