Jeff joined Heritage Financial Services in 2018. Before joining Heritage Financial Services, Jeff was an outside sales representative as well as an entrepreneur, owning and operating two businesses on the east coast. Originally from New Hampshire, Jeff has lived in Tulsa, Oklahoma, San Diego, California - and even briefly abroad in Australia! - before settling down in Omaha, Nebraska. Jeff has a natural affinity for the financial services field; his father, two brothers, and three uncles are all successful financial professionals across the U.S. His affinity became a passion when, at the age of 20, he lost his mother to cancer and saw first-hand the positive effect of life insurance.
Jeff graduated from Oral Roberts University in 2009 with a Bachelor’s degree in business administration and management. He is a Financial Advisor holding his series 7 and 66, and is licensed to sell life and health insurance.
Outside of the office, you can find Jeff at the gym or outdoors biking, hiking, or showing off his soccer skills! As a high schooler, he was one of only five chosen as an “All New England Player” in New Hampshire, as well as a Division 1 collegiate soccer player at Oral Roberts University. Jeff is an active member of his church and enjoys spending time with friends and family, going to concerts, and trying new restaurants.
Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Securities and investment advisor services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Heritage Financial is independently owned and operated. 1010 South 120th Street, Omaha, NE 68154 2922441 DOFU 1/2020