Jeff joined the BridgePoint Wealth Management team in January of 2023 as an LPL advisor. He began his career as a Registered Representative and Financial Advisor in 2000. His areas of specialty include wealth accumulation, preservation and distribution for individuals and small business owners.
His designation as an Accredited Investment Fiduciary® (AIF) supports him in his role of providing investment fiduciary advice to retirement plan trustees and employees. He holds the following licenses: FINRA securities registrations through LPL Financial: Series 7, 63, 66® and is registered to sell securities in the following states: MI, AZ, FL, HI, IL, IN, MN, MO, NC, VA, WY. He also holds the Michigan Accident, Life & Health Insurance and Variable Annuities licenses.
Jeff earned his bachelor’s degree from Calvin College in Grand Rapids, MI
Jeff currently serves as the chairman of both the Thornapple Credit Union Board as well as the Renew Upscale Thrift Board.
Jeff and his wife, Jenny, live in Belmont, MI and have two older sons, Isaac and Jonah. In his free time Jeff can be found golfing and working outside on his lawn.
*Securities registrations held through LPL Financial.