Since 1999, Jeff has assisted clients with wealth accumulation, wealth protection, wealth transfer and complex trust strategies.
He specializes in providing planning, investment advisory and risk management services to individuals facing life-changing events by working hand in hand with elder care attorneys to help guide families through traumatic times. Through these collaborative partnerships, he has gained a broad experience with special needs trust and other complex planning tools.
Jeffrey brings a comprehensive approach to wealth management, combining his knowledge in investment management and financial planning to assist his clients in achieving their goals. Jeff believes investment discipline is essential to success, as he helps clients create financial plans and holds regular progress meetings to provide further guidance.
Before joining Choreo, Jeff served as a financial advisor for the former Cherry Bekaert Wealth Management LLC (now part of the Choreo family) since 2010.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS