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About Jeff Extended

IN BUSINESS

Jeff has been  providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author. He often covers tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.

 

Daily, Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate their personal financial and life choices' opportunities, benefits, costs, and tradeoffs.

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PERSONAL LIFE

When Jeff is not helping people plan for the future, he enjoys  spending time with his wife, Ashley, and their children and grandchildren. Jeff is a member of the Atlanta Athletic Club, and he enjoys golf, reading, traveling, serving on mission trips, and being involved as a member of Mt. Pisgah United Methodist Church.

Education

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Bachelor's Degree

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Master's Degree

Advanced
Certifications

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Certified Financial Planner

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Certified Fund Specialist

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Chartered Financial Consultant

Memberships

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