"My careers as a senior Army officer and business executive have always focused on developing and executing plans that deliver people to a desired end. A successful retirement is no accident. We will employ the appropriate suite of tools, processes and regular assessments to help move you toward your goals."
A Lexington native, Jeff obtained a BS in Aerospace Engineering and a Masters of Arts in Leadership from the US Military Academy at West Point. He holds the FINRA Series 7 and Series 66, and holds insurance licenses in multiple states. He retired from the Army in 2008 as a Colonel. During his service he did multiple combat and expeditionary tours. Jeff then spent seven years as a Director at Lockheed Martin growing his line of business, which supported Warfighters, to over $300M in sales per year.
Beyond his passion for helping clients set and reach their financial goals, Jeff leads a 160 man fraternal service organization, facilitates theology classes, and actively ministers in his church. He is also a member of the Lexington Rotary Club. Jeff and his wife Marty have four children and eight grandchildren. They enjoy being with family at their lake house (and being John's neighbor!), playing bridge, and taking an occasional cruise.