Sun Federal's Wealth Management program is offered through LPL Financial, a registered broker/dealer. For more information about LPL Financial, please visit lpl.com.
When it comes to taking care of your long-term finances, they are here to help with comprehensive financial planning, investment and insurance products. We’ll review your current financial situation, discuss your goals and develop a plan to work towards them, through services such as:
- Retirement Planning
- 401(k) Rollover Education / Transition Assistance**
- Education Funding
- Life & Disability Insurance
- Investment Management, including fee reviews/planning
- Tax-efficient Strategies*
- Wealth Transfer
- Long-Term Care Insurance
Meet Our Team
Jeff grew up in the Toledo, OH area and built his career in San Francisco, CA after college. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in Political Science and Pre-Law from Oberlin College. He’s very happy to be back in Toledo and enjoys playing with his dog, Dolly, boxing and drumming. Jeff also enjoys supporting volunteer initiatives, having served as Regional Board Member for Children’s Hunger Alliance and as Board President of Telegraph Hill Neighborhood Center in San Francisco, CA.
Jeff is licensed to sell insurance in: CA (Lic. # 0L15807), OH and MI and securities in: OH and CA, while also holding Series 6, 7, 73, and 65 licenses. He is a registered representative of and offers securities and investment advisory services through through LPL Financial, Supervisory address: 1055 LPL Way, Fort Mill SC, 29715.
His background, experience and commitment to members allows him to use the resources needed to help them be successful and protect their loved ones through a variety of financial products and solutions.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA /SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun Federal Credit Union and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management and may also be employees of Sun Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun Federal Credit Union or Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.