Jeff is a member of the leadership team at TCFN and has over 25 years of experience as a financial advisor. Jeff holds a Bachelor of Science degree in Urban Affairs from the University of Cincinnati and a Juris Doctorate degree from Woodrow Wilson College of Law. He works with families on matters such as Survivor and Family Income Protection, Children and Grandchildren Education Funding, Estate Planning, Charitable Gifting Strategies, Long Term Care Protection and Financial Planning for individuals with disabilities.
Through is involvement with the Greater Raleigh Chamber of Commerce, City Club Raleigh, North Carolina Community Foundation and University of Cincinnati Alumni Association, Jeff is active and committed to the Raleigh-Durham business, civic, and philanthropic community.
Jeff also brings a unique value proposition to his clients and other professionals which is his ability and desire to leverage many years of relationship building and networking to facilitate introductions and connections to successfully help others achieve their goals.
Jeff is married to a Montessori educator and has a daughter in Public Relations. He enjoys running, college and pro football, craft beer and classic rock music.
*not practicing law.