Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Professional Experience Jeffrey is Senior Partner and Investment Advisor Representative with Legacy Investment Services. As an Investment Adviser Representative, Jeffrey advises clients on meeting their financial and retirement goals. He uses the Legacy Investment Services, Philosophy of best in class financial products to meet the needs of his clients. As an independent investment adviser, he uses non biased research to keep his recommendations current utilizing the best products that have been in use for years along with products that are newer to the market place. Jeffrey notes that he finds most of his success with his clients is from uncovering their concerns and objectives before making any recommendations. He has a firm belief in engaging the client through education and continuous revaluations of client’s needs, to keep clients objectives in focus. Professional Certifications - Certified Financial Fiduciary® Series 7 & 66 Licensed Health & Life Insurance Producer ~ State of Illinois Registered Representative with Woodbury Financial Services, Inc, Independent Broker/Dealer and Member FINRA and SIPC