Jeffery was inspired to enter the fiduciary advisor space after caring for his parents in their retirement years. He found that, like many, they were fairly unprepared for what their latter years had in store for them with inflation and illness eating way at their once respectable fixed income. He now helps others to be more financially prepared for the challenges that life throws at them. Prior to becoming a fiduciary advisor Jeffery was an award winning author, an experienced design engineer, and a pastor. Jeffery now engineers solutions to financial problems with the creativity of an award winning novelist and the relational focus of a pastor.
Jeffery has been married to his wife, Melissa, for over thirty years. In their twenty-eighth year of marriage a miracle happened and they welcomed a beautiful baby girl into their family. Isabel is their only child and the apple of her father’s eye.