Jeff specializes in creating structured plans for TVFCU members who need retirement income to fund their lifestyle as they transition out of their careers. After spending 20 years as a financial advisor in large banking institutions, Jeff wanted to bring his retirement planning and investment management experience to a community-focused organization and joined TVIA in 2017. He has guided clients through the tech bubble and the great recession by keeping a long-term, prudent perspective. Jeff attended the University of Kentucky. He holds his Series 7, 24, 63 and 65 securities licenses with LPL Financial. Jeff loves to travel and spend time outdoors.
Jeff is available to meet with TVFCU Members by appointment at the following branches: Dayton, Highway 58, Hixson, Kimball, North Cleveland and South Cleveland.