Divisional Vice President of Advanced Annuity Sales

Jeff joined GamePlan in 2003. He sees it as his primary role to be the one to spot opportunities that will help his producers grow their insurance practice. That combined with his product knowledge and ability to coach producers through case design allow him to create not just effective business relationships with the producers he partners with, but also friendships with his producers. Combining a strong work ethic with honesty and integrity, Jeff measures his success solely by the success of the producers that he coaches. He previously worked at Merrill Lynch and a private mortgage company. Jeff holds Series 6 and 63 securities registrations.

Jeff earned a degree in Finance from Georgia Southern University. He and his wife have two sons and a daughter, who keep them on their toes. When not at GamePlan, Jeff can be found at the ballfield coaching baseball or spending time with family and friends. An avid outdoorsman, he enjoys hunting, fishing and mountain biking.

Contact Me

Phone Number:
800.886.4757 ext. 1336


300 ParkBrooke Place, Ste. 200
Woodstock, GA 30189


Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.

Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at