Senior Vice President - Investments
Jeff works best with two main types of clients.
I work with several different tyoes of clients with two main types below:
Many of my clients are professional women or women business owners who are driven to succeed based on their values and recognize the importance of prioritizing their life.
These women are typically concerned with:
- Balancing their work life and personal life
- Having more control of their money and feeling more empowered
- Having a clear vision of what it will take to meet their financial goals
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As a former player of three rugby clubs, I have been involved with rugby most of my life and work with many rugby players. To succeed in rugby, you wouldn’t go into a game without a plan. I help my client develop a game plan for their financial life so they can achieve those goals.
They are typically concerned with:
- Having someone to work with on maximizing their wealth
- Consolidating and simplifying their financial life
- Having a game plan to meet their financial goals