With over 25 years of experience in advanced insurance planning, Jeff has been involved in both sales and sales management in the financial service industry, banking and independent financial planning markets. Jeff concentrates his practice in the areas of estate planning, business secession planning and charitable giving. He has a passion for finding new and creative ideas that can be used to solve complex planning issues. Jeff is the past President of the General Agent and Manager's Association in Delaware. He is a member of the Cincinnati Society of Financial Service Professionals, the Cincinnati Estate Planning Council, and the Million Dollar Roundtable.