Jeff leads the Wealth Management division at ONYX Financial Group and brings over 27 years’ experience in the financial services industry. His expertise encompasses comprehensive financial & estate planning and the oversight of individual investment & insurance strategies at the firm.
Jeff holds multiple designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Trust & Estate Practitioner (TEP), and Certified Health Insurance Specialist (CHS). He is also an active member of several key industry organizations, which helps contribute to staying abreast of the dynamic wealth management landscape.