My mission is to give hope to my clients through practical education and guidance leading you on a journey to the financially healthy life you imagine.
Born and raised in the Roanoke Valley, Jeff graduated from Glenvar High School and Radford University. He began his journey in the insurance and financial services industry in 1999. Shortly after launching his career, Jeff realized the need for a practical approach to education and guidance in order to help his clients reduce debt and build and manage wealth. Jeff is now an Smartvestor Pro in Dave Ramsey’s Smartvestor Program*. He believes that everyone deserves access to sound, professional investment and insurance guidance. He is more than a financial planner – he is someone you can relate to and discuss your dreams with. He has the heart of a teacher, not the attitude of a salesperson. Jeff builds relationships based upon trust.
Jeff’s practice is keenly focused on a consultative approach in supporting individuals, families, and business owners in making prudent financial decisions. Specifically, he helps clients avoid financial pitfalls around death, disability, long-term health care costs, and estate taxes through life insurance and investment vehicles. Other areas of expertise lie in tax-advantageous strategies, wealth management, retirement objectives, charitable giving strategies, and multi- generational wealth transfer goals.
Jeff resides with his wife Sonya in the Roanoke Valley. He has two children – Brandon and Sarah. Outside of his business, he enjoys being with his family and officiating volleyball and football.
*Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with nor sponsored or endorsed by Royal Alliance Associates, Inc.