The Short Bio
Jesus & family lover, financial planner, Iraqi Combat Veteran, Author of Soldier of Finance, In-N-Out Burger addict, Crossfitter, Hubby to @houseofrose
The Professional Bio
Jeff is a Certified Financial Planner™ professional, CEO and Founder of Alliance Wealth Management, LLC, an investment advisory firm. Jeff is also an Iraqi combat veteran having served in the Army National Guard for 9 years, including a 16 month deployment to Iraq in 2005.
He is the founder of GoodFinancialCents.com (a Top 10 money blog you should read according to Kiplinger’s Personal Finance) and author Soldier of Finance – his book that combines his military background with his financial planning knowledge.
He currently writes for US News & World Report and Equifax and has been featured in major sites such as Huffington Post, Wall Street Journal, Reuters, Kiplingers, and Fox Business.
In his free time, he loves hanging with his family, tortures himself with Crossfit workouts, and daydreams frequently when he can chow down on an In-N-Out Burger again.
The Personal Bio
Carbondale, IL with A.G. Edwards & Sons in 2001. Always excited to meet new people and having a unique interest in the financial markets, being a financial planner was the perfect fit for my career.
Where It All Began
I was originally born in Los Angeles, CA and primarily raised in West Frankfort, IL where I graduated Frankfort Community High School in 1996. I started college, but then realized another purpose, I needed to serve: My Country. I joined the Army National Guard in 1997 as an Infantryman and served a total of 9 years. The military gave me the discipline and drive to graduate from SIU-Carbondale with a B.S. in Finance and minor in Accounting while simultaneously holding a 30 hour a week job.
Vacation In The Sand…..Kind Of
Back At It
Picking up right where I left off, I resumed my career as a financial advisor. My goal was to be the “complete package” advisor, wanting to assist in all areas including: investments, insurance, taxes, and estate planning. The next step was to become a CERTIFIED FINANCIAL PLANNER™ practitioner, which I did in November 2007. An individual who has earned the CFP® mark of distinction has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).
New Chapter Begins
In December of 2007, three others and I formed Alliance Investment Planning Group LLC. We are an independent financial planning firm based in Southern Illinois.
The Newest Chapter
In May 2011, I formed my own Registered Investment Adviser, Alliance Wealth Management, LLC.
Blogging-Just The Beginning
July 2008 marks the launch of my own personal financial blog Good Financial Cents. My hope is that I can help people make sense of investing and their personal finances. With so many different options out there, I hope to ease the fog and help you make clear and smart financial decisions. Knowledge is Power!
I reside in Carterville, IL with my beautiful wife Mandy, our 3 sons: Parker, Bentley, and Sloane, and my spoiled pet boxer Klaya. You can also read more about my family at my wife’s blog House of Rose. (Everybody tells me that my wife’s is cooler)