CERTIFIED FINANCIAL PLANNER™ Professional
With more than 20 years in the financial services industry, Jeff's success is due, in part, to a keen focus in helping individuals and families plan to meet their retirement planning and college planning needs. Jeff specializes in working with Gen-X individuals and families, with a focus on executives and business owners, to help them pursue their goals and dreams. He has set himself apart from his peers by staying actively involved in his clients' lives, in order to ensure the financial strategies in place continue to address both their short and long term goals.
Jeff has wide-ranging experience in the financial services industry, starting with 12 years in marketing and sales for life insurance and investment companies. He joined Capital Management as a financial advisor in 2004, and later moved to Karp Financial Strategies in 2007, before founding TRIUMVIRATE Financial Services in 2019. This broad experience gives him a unique perspective to assist his clients in making sound financial decisions.
An Investment Advisor Representative with LPL Financial, Jeff received his Bachelor of Science Degree in Applied Mathematics, with a minor in Mechanical Engineering from Auburn University. Jeff holds Series 7/63/65 Registrations with LPL Financial, Life and Health Insurance Licenses, and is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).
Jeff is very community minded and is actively involved in local civic organizations, community groups, and his church. He is a current member of Long Creek Masonic Lodge, and Oasis Shrine, along with Lake Norman Shrine Club. He is also the former President of the Charlotte-Auburn Alumni Club, Chairman of the Board of Governors for the Phi Kappa Tau-Appalachian State chapter and the former Treasurer and Board Member of the Mooresville Christian Mission.
Jeff and his wife, Tracey, along with their three boys, Braden, Peyton and Tristan, and their dogs have lived in the Charlotte area since 2004, moving from Atlanta. Jeff's hobbies include spending time with his family, exercising, sports and coaching, flying, history and hunting.