Jeff is the Founder and CEO of Union Retirement Solutions and has over 25 years of Financial Planning and Estate Planning experience. He specializes in helping retirees and pre-retirees plan for the most important and exciting time of their lives: Retirement. Since 1985 he has been providing union members and their families with practical, personalized guidance based on conservative financial principles. He is an advocate of information and truly believes in the educational process.
Jeff has earned numerous awards, including being named one of the top 20 Annuity Investment Advisors in the country. He has been a licensed Insurance professional since 1985 and is currently licensed in Arizona, California, Nevada, Utah and several other states. He is a certified California Legal Document Assistant, a member of the California Association of Legal Document Assistants (CALDA) and a certified Nevada Legal Document Preparer. He is also an associate member of the Office and Professional Employees International Union (OPEIU Local 29).
He is married to Jennifer and together they have two girls and a boy: Vanessa, Danielle and Blake. Jeff is an avid snow skier and loves to ride his Harley Davidson motorcycles.