.png)
My
Story
Jeff began his journey as a investment planner in 1997, and joined with Ascend Advisory Group in 2000. Over time, he worked his way up the ranks with a focus on mentoring others. Jeff was particularly dedicated to training younger individuals, emphasizing the importance of proactive client meetings, financial education, and community involvement. His commitment to the company's future led to his appointment as Chief Operating Officer. Despite his new role, Jeff remains dedicated to meeting with his clients.
Family
Spending time with his wife and three children is big for Jeff. He grew up in Solon, Ohio, but now he and his wife, Lori call Galloway, Ohio home. Having adopted children from Guatemala and Peru and wanting to help others, Jeff and Lori established a non-profit foundation to raise funds for an orphanage in Peru.
In addition, Jeff is active at church and enjoys running, softball and basketball.
30+
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER ™
Chartered Financial Consultant®
Chartered Life Underwriter®
Series 7 Registration
Series 63 Registration
Series 66 Registration
State Insurance License
Education
Mount Vernon Nazarene University
Connect with Ascend
Interested in learning more or becoming a client? Please complete the contact form below so we can help you in your mission.
