Engineering your financial future....A 2002 magna cum laude graduate of Michigan Technological University, Jeff began his career in the aerospace industry. After receiving a Masters degree from Georgia Tech, he went on to run a startup software company specializing in automotive dealership technology. This chapter of his career gave him extensive technical expertise and intimate familiarity with the ever-changing business landscape.

Jeff began merging his experience with his passion for finance and helping self-made individuals with their family affairs as the Director of Operations for a small boutique financial planning firm in Auburn Hills, Michigan and joined The Schindler Group in 2010.

Jeff resides in Clarkston with his wife Lindsay and their daughter Evelynn. He grew up on a baseball diamond but has now transitioned to coaching softball, tennis, and golf . Jeff and his family are active members of their church providing counseling to young married and remaining active in the community.

Jeff firmly believes that the breadth of his business experience give him a unique approach to financial planning - ultimately giving his clients an invaluable edge.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, NC, NJ, OH, PA, TN, TX, VA, WA

Registered States:
FL, MD, MI, TX