Jeff is a CERTIFIED FINANCIAL PLANNER® professional. Jeff holds the Series 7 and 66 securities registrations as a registered representative of LPL Financial, Illinois life, health, property, and casualty insurance licenses; and Illinois and national mortgage broker licenses. Jeff has served as a mortgage consultant for more than 23 years and is currently affiliated with Partners In Mortgage as a mortgage banker.
Jeff completed the CERTIFIED FINANCIAL PLANNER® certification program through Northwestern University in 2007 and currently holds the CFP® certification. As an undergraduate, he attended DePaul University where he earned a BS in finance with a minor in accounting. Prior to his current positions, Jeff spent nearly seven years as a law clerk and research associate with Martin Brown & Sullivan, Ltd., a law firm in the Chicago Loop that specializes in white-collar criminal defense.
Jeff's service to the community has included serving as an ambassador for the Lincoln Park Chamber of Commerce, joining his fellow members at the Union League Club to provide service and funding to the Boys & Girls Club of Chicago. Jeff is a board member and trustee of the Park Ridge Police Pension Fund. In addition, Jeff is active with the Chicago Fellowship, a group that focuses on accountability and stewardship. He is also extremely proud to support the Navy SEAL Foundation. Jeff is passionate about giving back to and helping U.S. Navy SEALs. He has a financial management program that is almost as unique as they are, exclusively available to SEALs and their immediate family members.
Jeff and his wife, Lindsey, reside in Park Ridge. Although a part of them misses living in Lincoln Park, they still enjoy coming to their favorite restaurants in Chicago and are taking advantage of all that the city has to offer. Jeff's other interests include martial arts, golfing, skiing, and mountain biking. He enjoys boating on Lake Michigan, aerobatic flying and road racing.