“My goal is to help people reach theirs. By looking at your financial picture as a whole, together we can identify and solve coordination gaps that come about as a result of planning in pieces and parts.”

With 19 years in the financial services industry, Jeff affiliated with Capital Financial Group, LLC (CFG) in 2003. CFG provides comprehensive financial advice which includes customized estate, business succession, investment and retirement planning.

Prior to joining Capital Financial Group, Jeff was the Director of Branch Operations for Associated Securities Corporation in Newport Beach, CA, part of a nationally recognized financial planning organization. He has assisting individuals with meeting their financial goals and has earned the following designations and accomplishments:

• Certified Financial Planner™ (CFP)
• Special Care Planner*
• Chartered Financial Consultant (ChFC)
• Charter Life Underwriter (CLU)
• Master of Business Administration (MBA)
• Graduated with Highest Honors in Finance from the University of Tennessee Knoxville
• Vice President – Estate Planning Council of Chattanooga

Experience in interpreting complex financial factors uniquely positions him to offer comprehensive advice and counseling to help improve individual and business owner clients’ overall situation involving:

• Tax Minimization Strategies
• Executive Compensation Packages
• Investment Management
• Qualified Retirement Plans
• Retirement Income Strategies
• Personal Protection Strategies
• Education Funding

Monico Planning Partners has financial advisors who share in a high degree of caliber and camaraderie. By choice and with confidentiality, we share intellectual capital. With this blend of a financial advisor-client relationship, combined with CFG’s network of experienced professionals, client needs will be identified and solutions offered within the context of a comprehensive financial plan. Implementation of the plan design and continuing client participation will assure our future together.

*The Special Care Planner certificate program is offered by the American College in Bryn Mawr, PA, exclusively for Massachusetts Mutual Life Insurance Company (MassMutual) financial professionals