As an Estate Planning Consultant and Partner with FSG since 2008, Jeff has experience helping financial advisors design and present tools to help their clients plan for the future. He analyzes policies to determine if they are performing optimally. He consults with advisors on business planning, estate conservation and income replacement. He is a member of AIN and PLAN which allows him to offer some of the most diverse products by shopping the market to find the best underwriting and product for each client.
Prior to FSG, Jeff worked in marketing and sales at CareerBuilder. He also was a tennis professional at Lake Forest Country Club for 4 years.
Jeff is a proud graduate of Michigan State University with a degree in advertising. There, he won a national campaign for the Coca-Cola product, Fuze. He has his life, accident and health licenses. He is married with 2 children residing in the Chicago suburbs. He is active in the community, most notably through his extensive volunteer work with Turning Point, the only comprehensive domestic violence agency and emergency shelter serving McHenry County.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org
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