Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Jeff advocates for his clients by helping them navigate their complex financial planning needs. He works with team of in-house professionals in risk management, estate and trust planning and tax planning. With more than 15 years of experience, his process is collaborative and customized as he strives to achieve and maintain his clients’ long-term financial well-being.

Prior to joining Mariner, Jeff was a private wealth advisor at Lincoln Financial Group. In that role, he worked within the Advanced Planning Group, providing planning strategies to business owners, executives, and high-net-worth individuals. Jeff’s past experience also includes roles at J.P. Morgan and Morgan Stanley.

He has a bachelor’s degree from Michigan State University and a master’s degree in taxation from Walsh College.

Personal Interests

In his free time, Jeff participates in triathlons and endurance racing.