Jeff has handled my father's investments for a long time. My dad became disabled 2 years ago and over time I have had to get more involved with his finances. In the last year and more Jeff and Dee have been outstanding at helping my family deal with the financial aspects of our lives and I would highly recommend him. Professionalism and caring go a long way.
Jeff is exactly what I want (and need) in a financial advisor. He is low key, speaks the truth, and has integrity. I'm thankful to know him.
