As an Associate Consultant, Jeff is responsible for assisting on all aspects of a client engagement.

Jeff has over 5 years of experience in the investment industry.  Prior to joining Altair, Jeff worked as a securities analyst and client associate with MB Financial Bank, a personal banker with American Chartered Bank, and as a client service associate within a brokerage firm.

Jeff is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation.  He graduated from Indiana University with a degree in Economics.