In addition to being a radio host on KTRS’ Straight Talk on Retirement, Jeff is also a licensed financial professional and has an intimate understanding of the retirement needs that individuals face. He graduated from Washington University with a degree in finance and holds his series 6, 63, and 65 securities registrations through LPL Financial. He is also a Certified Employee Benefits Specialist®, which means that he designs comprehensive benefit strategies that support his business clients as well as their employees. He also is experienced in providing his retired and more senior clients a better understanding of their changing financial, social, and health care needs as they transition into, and begin to, enjoy their retirement.
Today, Jeff uses his 30 years of knowledge and experience to create a personalized game plan for each client. Jeff has developed a focus for coaching baby boomers and retirees by creating a comprehensive step-by-step written game plan designed to meet his clients’ individual retirement goals. Jeff's main goal is to make sure his client's make smart choices about their money so they can enjoy a comfortable and independent retirement.
Jeff lives with his wife Melanie in Olivette. When Jeff isn’t working to help his clients grow and preserve their wealth, you can find him on the fairway reducing his handicap.