Jeff started helping retirees and pre-retirees almost 25 years ago. Initially focusing on helping people to not run out of money in retirement, Jeff saw that taxes were one of the biggest expenses for people in retirement. Understanding the options, Jeff began working with his clients to help them take advantage of the available strategies to minimize taxes. Jeff routinely communicates with his clients by phone or in person at his office in High Point. One of the things that Jeff’s clients like is that they can always get in touch with Jeff and that he follows up on the things that need to be taken care of.
Jeff and his wife Amy of 33 years have been living in High Point for the last 30 years. They have two daughters and a grandson Luke. Jeff spends most of his free time boating and spending time with his family.
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