Jeff was destined for a career in finance. His grandmother, whom he describes as an independent thinker, is credited with piquing his interest in investments during his time in high school. After earning his degree in business law and finance from the University of North Carolina at Charlotte, he devoted himself to helping people with their financial plans and investments. He founded BMH Investment Group in 1998 and later merged with U.S. Financial Services.

Even after completing his formal education and earning one of the most respected designations in the industry, Jeff continues to devote himself to personal development and continuing education. It is a priority for him to be knowledgeable about financial planning strategies and solutions for his clients, staying at the forefront of his field. Jeff's clients love his energetic and personal approach. While relatively young by comparison to many advisors in the industry, he is both relevant and highly experienced after three decades as a finance professional.

Born in Alaska, Jeff has spent the majority of his life in Charlotte and remains heavily involved in his community. He gives back by partnering with local charities like Habitat for Humanity and Angels & Sparrows, and teaching workshops with educational associations like SOFA. Jeff has always loved sports and stays active by completing CrossFit workouts, playing volleyball and doing yoga. And is a fierce supporter of his two daughters in their various sports and other activities.