Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Jeffrey is an Associate located in the Chicago office, where he provides financial education to clients while also helping them achieve their financial goals.
Jeffrey started his career at JPMorgan Chase. There, he completed a Human Resources Analyst Rotational Program working throughout multiple functions of Human Resources such as compensation, recruiting, and learning and development.
Prior to joining Cerity Partners, Jeffrey worked as a Financial Wellness Coach at State Farm. In that role, he assisted clients in making decisions on personal financial planning matters and led Financial Education Workshops for community members and employees.
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