Jeff is a principal and Chief Compliance Officer of the firm and he advises individuals, families, and charitable organizations on all aspects of the wealth management process. Jeff has earned the prestigious Chartered Financial Analyst (CFA) designation, the Certified Financial Planner™ (CFP®) certification, and the Chartered Alternative Investment Analyst (CAIA) designation. He is a graduate of Grand Valley State University, earning a Bachelor's degree in finance and management, and holds the FINRA Series 7, 24, and 66 licenses, as well as the Michigan Life and Health Insurance license. Jeff is a member of the CFA Institute, CFA West Michigan Society, and the Financial Planning Associat