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
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.