Jeffrey joined Baird in 2010 and has over 15 years of industry experience. As a financial advisor, he focuses on helping clients attain their financial goals. Jeffrey specializes in investment management, retirement plans, comprehensive wealth management, retirement rollovers and estate planning. His number one priority is to develop quality, long-term, and informative relationships with both individuals and businesses throughout Michigan. He believes in a customized investment strategy that is specifically tailored to each client’s goals.
Jeffrey earned his BS from Michigan State University. He holds FINRA Series 6, 7, 63 and 65 licenses, as well as Michigan life, health, and annuity licenses. He is also a Qualified Plan Financial Consultant.
His leisure activities include hunting, fishing, camping, and golfing. Jeff and his wife Mollie live in East Grand Rapids and have daughters, Blakeley and Scarlett and twins Leighton and Maverick.