Jeff has been providing personalized financial advice to individuals and families since 1986. He is passionate about sharing his experience and expertise in the community.
If your organization would like a dynamic and engaging speaker, Jeff welcomes the opportunity to be a resource.
Here's just a sample of topics that have been requested over the years:
THE 6 QUESTIONS YOUR FINANCIAL PLAN SHOULD ANSWER
Explore the questions an evolving, holistic financial plan will answer.
GUIDE TO THE MARKETS REVIEW
Comprehensive insights on the market based on independent research.
MONEY AND MEANING
Creating a strategy for post-career meaning and significance.
WHAT AN INVESTMENT PROFESSIONAL CAN DO FOR YOU...AND WHAT THEY CAN'T
What to know before beginning a relationship.
BEHAVIORAL INVESTMENT COUNSELING
Focus on what you can control and be a more relaxed investor.
A transparent investment approach backed by decades of empirical research.
INCOME INVESTING: IT'S NOT WHAT YOU'VE BEEN TAUGHT
Creating a rising income for life: the only "sane" retirement strategy.