St. Simon, GA

With over 25 years of experience dedicated to the corporate qualified plan market, Jeff specializes in helping plan sponsors create results driven retirement plans while managing total plan expenses, developing effective employee communication strategies and minimizing fiduciary liability exposure.

A graduate of The Georgia Institute of Technology, Jeff became a Pension Specialist with Lincoln Financial Group. From there, he moved into a Regional Pension Sales position with Pan-American Life, and later to SunAmerica as a Regional Vice President. During this time Jeff founded Retirement Plan Solutions and BenefitsMatrix of Georgia in 1999. Registrations include Series 6, 63, 26, 65 and Life, Health and Variable insurance. He has also earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.