Jeff is a specialist in corporate qualified retirement plans and business succession planning. Jeff began his career as a financial advisor with Prudential Financial in 1994. Jeff then worked for National Life Insurance Company where he developed extensive knowledge of the qualified plan arena by working with clients. Jeff continued his evolution of helping clients at Sammons Securities Company and then at New England Financial where he focused on business retirement and succession planning for individuals and business owners. Moving back to Colorado was always a goal of Jeff’s, and in 2012 that dream became a reality when Jeff moved to Grand Junction, bringing with him an abundance of knowledge and experience. Jeff enjoys the outdoors of Western Colorado on a regular basis, as well as the people and community in which he resides.