Jeff is a Senior Wealth Advisor with more than 35 years of experience in investment management and trust administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Trust and Fiduciary Advisor, with extensive expertise in wealth planning, estate planning, trust administration, and investment management.
Jeff is dedicated to delivering exceptional client service by simplifying financial complexity and helping clients clearly understand their financial position and long‑term goals. Through ongoing communication and thoughtful plan adjustments, he ensures clients feel confident in their strategy and peace of mind moving forward. Jeff is passionate about educating clients and believes deeply in Legacy Trust’s team‑based approach, leveraging specialized expertise to provide comprehensive, well‑rounded solutions.
Experience
Legacy Trust, 2025 – present
Highpoint Community Bank, 2022 – 2025
Fifth Third Bank (Old Kent Bank), 1997 – 2022
National Bank of Detroit, 1993 – 1997
Certification
CERTFIED FINANCIAL PLANNER®
Accredited Trust and Fiduciary Advisor
Education
BBA – Western Michigan University
MBA – Wayne State University
Northwestern University Trust School
Community Involvement
Pine Rest Foundation – Board Member
Pine Rest Investment Committee – Member
Western Michigan Estate Planning Council – Member
Hastings United Way – Volunteer
Hastings Rotary – Member
Capital Area Humane Society – Past Board President
Ryann Ridge Homeowners Association – Past Board President
Kinawa View Homeowners Association – Past Board President
Greater Lansing Estate Planning Council – Past Board Member