Jeff is the Chief Strategy Officer for GradePoint Insurance Group. He has almost 30 years in the financial services industry primarily working with clients, employers and their retirement plans, and leading financial advisors. Jeff believes in using financial education and planning to simplify finances and create exceptional experiences for his clients. He holds the Series 7, 65, 63, 24, and 51 licenses through LPL Financial along with his Life and Health Insurance license.
Jeff and his wife Ginna, have 5 children and 3 grandchildren. In his free time he enjoys spoiling his grandchildren and spending time playing in the outdoors.