Jeff values every individual he encounters and is committed to serving each person with excellence, creativity, and integrity. Jeff has enjoyed leading large and small business units in his prior positions at Northwestern Mutual, Capital One and the Defense Logistics Agency. Jeff works around the country with business owners, non-profits, and families. Jeff works side-by-side with clients to ensure their greatest defensive and offensive financial planning needs are creatively and efficiently addressed. Jeff has a love for his family, travel, music, guiding others to multiplied impact, and golfing like he’s on the way to grandmother’s house (over the river and through the woods)!