Co-Owner & Partner

Jeff is a registered CFP® (Certified Financial Planner) with more than 15 years of

experience in the financial services industry which include working in estate

management, trust administration, retirement planning, and portfolio modeling for

high-net worth individuals and families. He also has extensive experience managing

investment and compliance considerations for ERISA-sponsored corporate retirement plans.

 

Jeff is a graduate of Clemson University where he received a B.S. in Corporate Financial Management. He holds his Series 7 and 66 securities licenses and is an Investment Advisor Representative with Osaic Wealth, Inc. When away from the office, Jeff enjoys golfing, traveling, cooking, volunteering with the First Tee Foundation and going to Clemson Football games. Jeff lives in West Ashley with his wife Rachel and his three kids Aidan, Emilia, and Sofia.