BIO
When it comes to retirement planning, Jeff believes that each investor is unique, and no single strategy is right for everyone. In fact, the defining point that separates Jeff from other advisors is that he carefully identifies each family’s needs and goals in retirement, then custom tailors an effective and efficient plan enabling them to live out their retirement dreams.
Prior to its acquisition by Slagle Financial in 2022, Jeff founded Cherry Wealth Advisors in 1998 with a similar financial planning philosophy to what Slagle Financial holds today: Retirement is not the beginning of the end, it is a new beginning. In addition, Jeff has been the host of one of the top retirement planning radio shows in Florida, “The Financial Symphony.”
Jeff is a graduate of Purdue University and is also an Investment Advisor Representative (IAR).
In his spare time Jeff still competes in Senior Softball Players Association travel tournaments. He is a consistent supporter of Youth Little League teams in the Fort Walton area.
fun facts
THING 1
Q: What’s your favorite childhood memory?
A: One of my favorite childhood memories is the first time I remember meeting my Aunt Fannie … my mom was an identical twin. When I was about 6 years old is the first time I have a memory of meeting her. I was excited because I thought I had two moms.
THING 2
Q: What is one thing on your bucket list?
A: I am a huge baseball fan. I would love to visit every professional ballpark in America at least once. I have been fortunate enough to have visited 14 thus far.
THING 3
Q: What’s one thing you could not live without?
A: It’s not that I would not be able to live without this, however, I hope this would not be the case. Music. Music brings so many emotions, feelings and memories to our lives. Music is a big part of my family’s joy!
