Jeff takes a consultative approach with clients to determine where they are and where they want to be in order to identify where any gaps exist. He feels the best way to achieve the success people are looking for is to develop a plan. “We all want our portfolios to grow so we can achieve our lifetime goals; when we have a plan in place, it increases the probability of success. But, plans need continual attention if they are to reflect changing variables. I especially enjoy updating plans accordingly and reviewing them regularly with the families I serve. No two days are ever the same.” What Jeff enjoys the most about his role is interacting with clients, hearing their stories, learning ab