Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Jeff is a graduate of Clemson University and native of Greenville, SC. He has been a member of the Consolidated Planning (CP) team since 1989. Over the past several years, Jeff and his team have become specialists in the areas of Business Planning, Employee Benefits, Investments, Individual Planning, and Estate Planning.
Jeff is a Life Qualifying and Top of the Table member of one of the industry’s most prestigious professional associations, the Million Dollar Round Table. He is also a member of several professional organizations, including the National Association of Insurance and Financial Advisors and the Finance and Accounting Consultants Alliance. He is a former board member of the Charlotte Hospitality House.
Jeff is consistently among the top investment producers at CP and is a member of Park Avenue Securities’ Top Investment Producers group. He has FINRA Series 6, 7, 63, and 65 registrations, as well as insurance licenses for Life, Health, Long Term Care, and Medicare Supplements. Jeff has earned the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Certified Exit Planner (CExP®) designations.
Jeff is a member of St. Vincent DePaul Catholic Church and is among the very best cooks in the CP family. He believes there is something especially rewarding about coming to work and making a difference for those he considers family and friends!
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
