Featured in regional publications like Memphis Business Journal and the Mississippi Lawyer Journal, Jeff has over two decades of experience in the financial industry. His passion is in helping CEOs, CFOs & HR Specialists navigate the complex world of retirement plans. Jeff hold's and MBA from the University of Mississippi, as well as the Chartered Financial Planner (CFP), Accredited Investment Fiduciary Analyst (AIFA) and Certified Employee Benefit Specialist (CEBS) designations.