In addition to being a radio host on KTRS’ Straight Talk on Retirement, Jeff is also a licensed financial professional and has an intimate understanding of the retirement needs that individuals face. He graduated from Washington University with a degree in finance and holds his series 6, 63, and 65 securities registrations through LPL Financial. He is also a Certified Employee Benefits Specialist®, which means that he designs comprehensive benefit strategies that support his business clients as well as their employees. He also is experienced in providing his retired and more senior clients a better understanding of their changing financial, social, and health care needs as they transition into, and begin to, enjoy their retirement.
Today, Jeff uses his 30 years of knowledge and experience to create a personalized game plan for each client. Jeff has developed a focus for coaching baby boomers and retirees by creating a comprehensive step-by-step written game plan designed to meet his clients’ individual retirement goals. Jeff’s main goal is to make sure his client’s make smart choices about their money so they can enjoy a comfortable and independent retirement.
As JBL Financial has continued to grow over the years, Erin has flourished alongside. Watching her father and grandfather run the business inspired Erin to build the company brand by implementing innovative marketing strategies, all while developing her passion for helping clients pursue a comfortable and independent retirement by educating them on the resources available.
Erin’s background is in marketing, but she has transitioned into a financial leader at our firm. She implements her financial knowledge by spearheading the health care portion of our practice. She holds her FINRA Series 6, 63, and 65 securities registrations through LPL Financial, her life and health insurance licenses, and is well-versed in Medicare Advantage and Exchange.