Awards
About
Jeff joined CPC in September of 2021 as the Vice President of Development and brings with him a long history and deep understanding of the financial services industry. Jeff is a great resource for talented financial advisors looking to make the move to independence or are already practicing as independent contractors or RIAs.
Prior to joining CPC, Jeff spent the last 20 years consulting advisors as Senior Vice President of an industry leading consulting firm, Rowlette. During his time there, he guided many advisors through the vast universe of options for their practice creating a road map to help them obtain their goals. Assisting them with firm platform due diligence, talent and practice acquisition, succession/exit planning, and practice optimization. He has helped build some of the top financial services companies across the country.
Jeff grew up in a small town in Northwest Ohio, attended Bowling Green University before venturing to Columbus, OH to find his passion for wealth management. Today, Jeff resides in Roswell, GA with Jennifer, their 4 children - Emma, Lauren, Joshua, and Kyle. He is very involved with his kids’ athletics, academics, and the start of their adult lives. In his free time, Jeff enjoys home improvement projects, a good college football game, and an occasional round of golf.
