Current Role and Areas of Expertise:
Jeff has responsibility of overseeing SEM’s wealth management practice. In this capacity, Jeff is responsible for providing high net worth clients with unbiased, product neutral, advanced planning strategies, design, and implementation while working hand in hand with the firms’ financial advisors and portfolio management team. As an advanced financial planner, he can provide expertise in the following areas:
– Estate and Multi-Generational Planning
– Retirement Income and Cash Flow Analysis
– Business Continuity and Succession Planning
– Retirement Plans and Employee Benefits
– Risk and Liability Management Planning
– Charitable Giving Strategies
– Executive Compensation and Benefit Strategies

Professional History:
Jeff has over 30 years of experience in financial, tax and legal services. In addition to his role with SEM, Jeff has experience in public accounting and trust and estate law. He attained a post-doctoral fellowship in wealth strategies and has been a contributing author to two estate planning books. With degrees in both law and accounting, Jeff brings insight to the many aspects of financial planning. Prior to joining SEM, Jeff held various divisional leadership roles as an executive director at UBS, overseeing various product and service consulting areas as well as a divisional wealth planning strategist in the Southeast US. Jeff was also a Planning Director for MS Smith Barney, a Trust and Estates and Business Attorney and worked in the Tax Division of Ernst and Young CPAs.

Education and Personal Information:
Jeff has a Bachelor of Accountancy degree from the University of Mississippi “Ole Miss” and a law degree from Capital University. He holds several designations and securities licenses and is Life and Health Insurance licensed. Jeff is also a Chartered Retirement Planning Counselor (CRPC) and a Certified Exit Planning Advisor (CEPA). Jeff and his wife live in Tampa, Florida with their children and grandchildren. Jeff enjoys golf, music, college sports and being a “foodie.”