About my practice
Jeff's team helps business owners and corporate executives intentionally leave a legacy that stretches beyond their lifetime. Whether it is through finding tax efficiencies or allocating dollars to stretch further, Jeff and his team take the time to understand and meet the needs of each client using a consultative approach. Please call Lisa @ 513-759-8811 to schedule an appointment and learn more.
Get in touch
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck