Jeff is a Senior Wealth Manager for TL Private Wealth. After years working for TD Ameritrade, Jeff made the transition to an independent firm to focus on more comprehensive advice for his clients. Jeff holds the CRPC® designation which allows him to help clients in the retirement planning process. Jeff has a deep understanding of income planning solutions, estate planning, tax planning, social security, and Medicare. Jeff develops relationships with existing clients, and builds relationships with new clients, resulting in asset accumulation and preservation. Outside of work, Jeff enjoys spending time with his wife, Ally, and three boys, Cayden, Carter