Jeff joined the financial services industry in 2000 and is now Vice President of Akers Financial Group. He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative and is CFP® certified. He co-hosts "Planning with a Purpose" radio show on CBS Radio. He has also completed two advanced degrees, including a Master of Arts in Marriage and Family Counseling. Jeff is uniquely qualified to help clients decipher their financial needs and goals. He specializes in the creative development of conservative strategies, helping retirees to preserve their assets while seeking reasonable growth.
Jeff’s primary responsibilities include:
- Developing, servicing, and delivering financial plans to clients
- Conducting research concerning market conditions and available products
- Assisting in developing client event presentations
- Meeting with clients to discuss investment strategies
Jeff serves on the Planned Giving Committee for the Arc Northern Chesapeake Region. He also enjoys serving his community through Crossroads Community Church where he serves as a Trustee and Community Group Leader. He and his wife, Lynn, reside in Bel Air with their two sons.