Biography

Jeff has been in the financial services business for 38 years, spending the first 20 years as an annuity and mutual fund wholesaler. Over the years, he worked with thousands of Advisors - some new, some veteran and some just trying to figure it all out. He delivers a mutual fund selection system, hailed throughout the industry, that enhances the confidence, competence and production of thousands of financial advisors across America.

He comes to Yellow Door as a volunteer and Sherpa for his wife JoAnne, founder and Executive Director of Yellow Door.