
My
Story
Jeff is a seasoned financial advisor with over three decades of experience. He began his career in the financial industry in 1997, joining Ascend Advisory Group in 2000. Jeff has dedicated himself to empowering clients by providing tailored financial guidance and is passionate about fostering clarity and security. He takes pride in taking complex topics and presenting them in a simple format allowing clients to gain confidence as they navigate their financial journeys.

30+
years in the industry

Certifications
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant®
Chartered Life Underwriter®
Series 7 Securities Registration
Series 63 Securities Registration
Series 66 Securities Registration
State Insurance License
Education
Mount Vernon Nazarene University
Spotlight
Stay informed and inspired with the latest insights from our advisors! Whether you're looking for strategies for business growth, personal development, or the latest industry trends, our blog has you covered.

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. Their family has been blessed by adoption with two family members being Peruvian and one Guatemalan. They are active in their local church and enjoy the great outdoors. Jeff loves to play golf and is always looking for the next hiking adventure for the family.
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.

PM-01192027-8193696.1.1 /PM -03302027-8443317.1.1 / PM-04302027-8559797.1.1
.png)




