Jeff has been in wealth management since 1994 and is with RBC Wealth Management. He believes his value-based planning process is a comprehensive approach to living life with purpose, and assists his clients while they are seeking to build, protect, and enjoy their wealth with confidence. Prior to entering wealth management, Jeff spent five years at Baxter International, first in Corporate Audit, then in the International Treasury Department.

 

Professionally, Jeff has received his CFP^® designation and holds numerous securities licenses as well. He is the past president of the Financial Planning Association - North Shore Council and currently on the Illinois Chapter Board. Through the years, Jeff has given numerous financial education seminars and workshops at several corporations in the Chicagoland area and has taught a financial education class at Glenbrook South High School.

 

Jeff graduated from Southern Methodist University with a BBA in accounting. After working for two years as a CPA in public accounting with Ernst & Young, he attended the University of Illinois at Chicago, where he received his MBA with a concentration in finance and international business.

 

Jeff resides in Northbrook with his wife and three sons. He enjoys being involved in the community as a Northbrook Park District Parks Commissioner, Northbrook Chamber of Commerce Member and coaches youth sports. He represented the USA in Rugby at World Maccabiah Games in 1989, 1993 and in 1997, won a gold medal. Jeff is now Assistant Treasurer of Maccabi USA.

 

When Jeff isn't busy working, volunteering in the community or chasing after his three boys, he likes to golf, play basketball and softball.