“The advisor-client relationship is a partnership of trust” Jeff’s mission is to help his clients achieve their financial goals by providing personal advice they can trust. He offers a financial planning process that is focused on individual values, goals and resources. As a result of this process, clients find clarity, resolve and confidence regarding their financial futures. “I am able to truly have a positive impact on people’s lives. Because I work with clients on a cross-disciplinary basis, they feel much more confident in their overall situation” Jeff offers comprehensive financial planning services as well as a broad range of financial products and services to help clients reach their