As a retirement plan sponsor, to ensure your organization is compliant with the Employee Retirement Income Security Act (ERISA) regulations, it’s critical to understand everyone’s role as it relates t...
Jeff joined SWBC in 2004 to provide service in Ohio, Michigan, and surrounding Midwest states. Jeff has more than 30 years of business client relations experience, which includes a background in insurance through Equitable Life Assurance Society and operations for a records management and document storage company that served financial institutions.
His experience and vast knowledge of the financial industry has helped deliver products that increase revenue for financial institutions, as well as bundle products so clients receive the greatest benefit without increasing distribution cost.
Jeff is a graduate of Central Michigan University and The American College, and he holds a Chartered Life Underwriter (CLU) designation.