Chief Business Development Officer
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Jeff champions a message of the upside opportunities possible for financial professionals who incorporate a multidisciplinary business model supported by IFP’s integrated ecosystem. His primary responsibilities are the continual evolution and efficient execution of multifaceted business development strategies. These strategies are aimed at helping financial professionals exponentially grow and diversify their practice capabilities to create enhanced and expanded revenue streams which ultimately drive enhanced business valuations.
In addition to being responsible for deliverables of the Business Solutions division, Jeff is also part of IFP’s Executive Management Team via his role as the Chief Business Development Officer across the entirety of IFP.
Jeff’s 40+ year career path in the financial services industry has created a value proposition that is an exceptional and diversified integration of credentialed education and experience-based knowledge. This experience includes not only advising and educating clients but also training and coaching financial professionals as well as providing industry leadership and building trusted relationships therein, all of which now feed into the IFP value proposition.
He was attracted to IFP in 2017 because of its ability to support the business model of his private practice, the Advanced Strategies Group (ASG), which focuses on the integration of qualified plans, nonqualified executive benefits, corporate asset management, HNW wealth management and creative insurance solutions. Prior to his founding of ASG, Jeff headed up the Advisory Services team for one of the most successful nonqualified plan marketing organizations in the industry where his focus was on helping employers design and implement incentive-based deferred compensation and executive benefit plans as well as advising HNW individuals on ways to accumulate wealth through tax favored planning strategies. Prior to that role, he spent 14 years as a co-managing partner of a large regional CPA firm’s affiliated wealth management arm and specifically, its retirement plan business.
He currently is on the Board of Directors for the American Retirement Association, a Past President of the National Association of Plan Advisors (NAPA) and still serves the organization as the Chairman of its Nonqualified Plan Advisor (NQPA) certificate program and annual conference.
B.S., Business Administration and Business Education, Defiance College
CPWA®, CFP®, CPFA, AIF®, CEPA®