Jeff has been with Baird for over 10 years working in both our Kalamazoo and Grand Rapids offices. He holds his Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER®. Jeff works with clients on financial planning, tax planning, account maintenance, administrative services, and order entry for the purchase and sale of securities. He holds a bachelor’s degree in Personal Financial Planning from Western Michigan University. Raised in West Michigan, he currently lives near the lakeshore in Grand Haven with his wife Brittany and their twin daughters. He enjoys spending time outdoors traveling, camping, boating, and hiking.