Jeff began his career in 1999 with a small local insurance company, but knew something was missing in his career. In a world where bottom lines were more important than customer satisfaction, he craved an opportunity to be a more holistic planner for his clients and not try to hit a sales goal. “I knew that being more comprehensive was the way I wanted to go,” he says. “I wanted to interact with people in a more meaningful way. I didn’t want to be a product salesman. I just wanted to provide people with really good advice. This? This is not sales to me. It’s coaching.” So Jeff spends his days now coaching — helping clients through the important uphill climb of saving, and telling them the tr