“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 25 years in the financial services industry, Jeff associated with Monico Planning Partners (Monico) in 2003. Monico provides comprehensive financial advice which includes customized estate, business succession, investment and retirement planning.

Prior to joining Monico, 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 assisted individuals with meeting their financial goals and has earned the following designations and accomplishments

• Certified Financial Planner™ (CFP)
• Accreditied Estate Planner (AEP)
• 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
• Past President – Estate Planning Council of Chattanooga
• Past Board of Directors--National Association of Estate Planners & Councils
• Adjunct Faculty--The University of Tennessee Chattanooga--College of Business

Experience in interpreting complex financial factors positions him to offer comprehensive advice and counseling with the goal of helping to 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
• Access to Trust Services/Management

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 Monico'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.