Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder | LPL Investment Advisor Representative | 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 work toward 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 strives to stay 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.