Kerry R.

Jeff became my financial advisor in 2012 after my dad passed away suddenly. On top of being an emotional mess, I was also extremely overwhelmed and confused with my new responsibilities and finances my dad had left me. Jeff has spent the last four years bending over backwards for me and my husband. He not only has our current needs being met, but he also has us set up for our future needs. We now have a one year old daughter and we feel unbelievably comfortable in trusting Jeff with all of our financial needs for our family. My husband and I have made some very careless financial mistakes over the past few years and Jeff walked us through every one of them and helped us get back on the right track. He has truly been a huge asset to our family. I cannot rave about this man and his work ethic enough!


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