IN BUSINESS
Jeff has been providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author. He often covers tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.
Daily, Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate their personal financial and life choices' opportunities, benefits, costs, and tradeoffs.
PERSONAL LIFE
When Jeff is not helping people plan for the future, he enjoys spending time with his wife, Ashley, and their children and grandchildren. Jeff is a member of the Atlanta Athletic Club, and he enjoys golf, reading, traveling, serving on mission trips, and being involved as a member of Mt. Pisgah United Methodist Church.
Education
Bachelor's Degree
Master's Degree
Advanced
Certifications
Certified Financial Planner
Certified Fund Specialist
Chartered Financial Consultant
Memberships
