Jeff is a North Carolina native, born in Southport. He, his wife, Natalie, and his daughter make their home in Shallotte, North Carolina. Jeff began his career in the financial services industry more than 35 years ago. After the death of his grandfather in 1989, he witnessed first-hand an almost 70% shrinkage in his grandfather’s estate due to federal estate taxes. Failing to see any fairness in the federal estate tax process, he became inspired to educate himself and others about the common mistakes families make in wealth transfer planning.
Jeff has managed agencies in Fayetteville, Lumberton and Wilmington, North Carolina. He has served as a regional and divisional field trainer to advisors as well as a brokerage manager where he worked directly with more than 300 banks, brokers and financial advisors.
Most recently, Jeff has been conducting retirement planning and estate planning educational workshops jointly with CPAs and tax attorneys. They have helped thousands to enjoy a better retirement and helped families save hundreds of millions in estate taxes.