Having a personal relationship with each client makes all the difference – for us and them.
Jeff has over 18 years of experience in the financial services industry and offers a breadth of knowledge to help our clients pursue their financial objectives. Known for his integrity and approachability, he assists the families and individuals we serve with comprehensive financial planning services, including retirement planning and investment management.
As a Certified Financial Planner™ professional, Jeff has completed a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He has also earned the Chartered Financial Analyst designation, one of the world’s most respected and recognized investment certifications, equipping him with the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.
Jeff is a graduate of the University of Michigan and the T.C. Williams School of Law at the University of Richmond, where he earned his Juris Doctor. He is a member of the Florida and Virginia State Bars.
Before forming the independent registered advisory firm of Golden Road Advisors in 2021, Jeff held various financial planning positions. From 2001-2021, Jeff worked with Raymond James, taking on a financial planning consultant role in the Financial Planning department at its St. Petersburg, Florida, headquarters. He later joined a wealth management team as a financial advisor before starting his own advisory business in 2013 alongside Kevin Caldwell.
Originally from Glenview, Illinois, a suburb of Chicago, Jeff lives in Saint Petersburg.