Jeff is a native North Carolinian growing up on a farm just west of Wilmington, NC. Jeff has over 30 years of financial experience in both private and corporate financials. Jeff has been recognized as a leading resource for other financial advisors. As an Educator, Advisor, and National Speaker, Jeff travels across the Country teaching Retirement, Income and Estate Planning to other advisors as well as working locally with individuals through Wake Technical Community College classes as a Professor, workshops, and a one-on-one personal basis.
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