A proud native of Greenville, SC and a graduate of Clemson University, Jeff has been a
cornerstone of Consolidated Planning (CP) since 1989. Over the years, he and his team
have become trusted specialists in Business Planning, Employee Benefits, Investments,
Individual Planning, and Estate Planning—helping clients navigate complex financial
landscapes with clarity and confidence.
Jeff’s dedication to excellence has earned him national recognition. He is a Life Qualifying
and Top of the Table member of the prestigious Million Dollar Round Table and a proud
member of professional organizations such as the National Association of Insurance and
Financial Advisors and Finseca, a premier community of top financial security
professionals. His commitment to client success was recently reaffirmed as he was
named once again to the Forbes Best in State Financial Security Professionals list for North
Carolina.
Within CP, Jeff has consistently ranked among the top investment producers, earning his
place in Park Avenue Securities’ Top Investment Producers group. He holds FINRA Series
6, 7, 63, and 65 registrations, as well as insurance licenses for Life, Health, Long-Term
Care, and Medicare Supplements. His extensive credentials—including the Chartered
Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and
Certified Exit Planner (CExP®) designations—are a testament to his expertise and
commitment to helping clients build secure financial futures.
Beyond his professional achievements, Jeff is a devoted member of St. Vincent DePaul
Catholic Church and is widely recognized as one of the finest cooks in the CP family. For
him, financial planning isn’t just a career—it’s about making a difference in the lives of
those he considers family and friends, ensuring they can plan for the future with
confidence and peace of mind.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. This award is endorsed but not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining
this rating; however, advisors may choose to pay fees to Forbes and Shook for premium
listing features; including, usage rights of the ranking logo. Past performance is not an
indication of future results.
Million Dollar Round Table is endorsed by but not affiliated with Guardian or its
subsidiaries. Applicants must annually qualify for membership based on productivity and
pay an annual fee.
National Association of Insurance and Financial Advisors is endorsed by but not affiliated
with Guardian or its subsidiaries. Members must pay an annual fee.
CA Insurance License Number – 0I59057, 2025-8009148.1 Exp 05/27