About Jeffrey
I am a Wealth Management Advisor at TIAA with more than 25 years of financial services experience. I earned my BBS degree in Finance from James Madison University. I also hold the Certified Financial Planner (CFP®) designation.
I saw a need for financial guidance, especially for individuals in the education field, which motivated me to become a financial advisor. My mother was an elementary school principal and my wife is an educator, so working with clients in education feels natural. It is very fulfilling to help individuals who dedicate their lives to educating and enriching others. I focus on guiding my clients with their financial matters so they can focus on enjoying what’s most important to them in retirement.
I live in Lexington, SC with my wife and our three children. We also have two dogs – a Black Lab and Shih-Tzu – and we enjoy staying active by swimming, running, playing basketball, and doing CrossFit.
I saw a need for financial guidance, especially for individuals in the education field, which motivated me to become a financial advisor. My mother was an elementary school principal and my wife is an educator, so working with clients in education feels natural. It is very fulfilling to help individuals who dedicate their lives to educating and enriching others. I focus on guiding my clients with their financial matters so they can focus on enjoying what’s most important to them in retirement.
I live in Lexington, SC with my wife and our three children. We also have two dogs – a Black Lab and Shih-Tzu – and we enjoy staying active by swimming, running, playing basketball, and doing CrossFit.