Associate, Integration & Planning
Jeff joined Clearstead in 2021. As an Associate of Integration and Planning in the Private Client Group, Jeff provides analytical support for financial planning and investment management services, and is involved in all aspects of planning, communication, and administrative services for Clearstead Clients. He also assists in coordinating the integration of clients and employees to Clearstead from recently acquired firms.
Jeff has over seventeen years of experience in non-profit and financial planning environments. He previously worked as an Operations Manager for Burkhart & Co., which merged with Clearstead. Jeff holds a Master of Arts from John Carroll University, a Master of Divinity from St. Mary Graduate School of Theology, and a Bachelor of Arts from John Carroll University.
Find Your Clarity
Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.