Jeff joined Patriot in 2010. Prior to joining Patriot, Jeff worked in TRW's Automotive Division for 27 years in various Engineering and Management positions in 6 plant locations.
Jeff earned a Bachelor of Science degree in Mechanical Engineering from Purdue University, and his Master of Science Degree in Industrial Administration from the Krannert Graduate School of Business at Purdue. Jeff successfully completed the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 courses as well as the Tennessee state insurance course.
Jeff advises his clients on all areas of their financial plans, including investment management, asset allocation, estate planning, retirement planning, insurance, tax planning and charitable giving. He works closely with his clients’ other professionals as needed to assure that the client has a comprehensive and integrated financial plan.
Jeff serves as the Board President of The Holston United Methodist Home for Children, which is a Christian ministry serving children and family with special needs in East Tennessee and Southwest Virginia. He is former Investment Committee Chair for the Holston Home for Children Foundation, and is on the Board of Directors for the Greene County Partnership.
Jeff and his wife Gail live in Sevierville, Tennessee. They have one daughter, Lindsey, and her husband, Andrew, who live in Washington, DC, and another daughter, Samantha, who lives in Greenville, South Carolina.