NAPFA Fall 2021 National Conference Speaker

In his role as an RIA Consultant for Palladium Group, Jeff partners with RIAs, family offices and other fee-only advisors for consultation, expert analysis, implementation, and management of insurance-based financial solutions. With 20 years’ experience in the financial services industry, Jeff provides unique, independent services that raise the bar among insurance professionals. His goal is to change the experience of obtaining insurance—to make the process personal and enjoyable for advisors and their clients. Excellence, trust, and collaboration are the foundation of his work.