Jeff is a fee-based Certified Financial Planner® practitioner and has a Series 24 General Securities Principal registration. Jeff has provided financial advice for his clients since 1979. Rooted firmly in his desire to provide quality service for his clients, and in his belief that financial planning is not a one-step process, Jeff created the award-winning Integrated Wealth Management Process™. The Integrated Wealth Management Process is a holistic and evolutionary strategic planning program based on a conversation about your financial affairs for the rest of your life. Jeff has been named to the Barron’s Top 500 Independent Advisor since 2009 and has attended their Top Independent Advisors Summit’s.
Jeff hosts a popular call-in radio show, Dollars & Sense, which airs Saturday mornings on WSKY 97.3 FM from 8:30 to 9:00 a.m. Jeff has a lifelong passion for the sport of wrestling; he was a two-time state champion at Miami’s Killian High School and was an All-American wrestler. Jeff wrestled at the University of Florida from 1971 to 1974. He was a team captain and a member of the undefeated 1975 SEC Champions. Jeff received the SEC wrestling honors each of his four years with the UF team. He went on to be the Assistant Wrestling Coach at UF from 1975-1979. Jeff was inducted into the University of Florida’s Gator Greats Hall of Fame in the spring of 2013. Jeff was a member of the Training and Event staff for the 1996 Centennial Olympic Games in Atlanta. He was also the Team Leader for the Florida Junior National Team from 2001-2005. By winning the Junior National Team title in 2004, Team Florida became the first Florida team ever to win a National title. The Florida Amateur Wrestling Association named Jeff the 2004 Coach of the Year. He was inducted into the National Wrestling Hall of Fame in 2004. Within our local community, Jeff stays active on the wrestling mat as founder and coach of the Alachua County Boys’ and Girls’ Club wrestling team…coaching little kids in wrestling as he coaches “big” kids about their money. For his work with the Boys’ and Girls’ Club, Jeff was awarded Alachua County’s Volunteer of the Year Award in 2000. Jeff is an active member of the Board of Directors of the Catholic Charities Board.
Jeff has three children, John, Nick, and Rachel. John and Nick are graduates of the University of Tennessee at Chattanooga where both were members of the UTC Wrestling team. John finished his eligibility at UTC where he was a three-time Southern Conference Champion, and he is now the head coach of the Gainesville High School wrestling team. Nick currently lives in California following in his father’s footsteps and becoming an entrepreneur. Rachel is a graduate from the University of Florida with a degree in family financial planning and currently works for Denver-based Cetera Group.