As CEO of BridgeMark Strategies, Jeff leverages his 25+ years of industry experience and over 19 years of experience coaching and consulting with financial advisors to help them navigate major transition decisions such as Broker/Dealer changes and succession planning. Areas of expertise include:
- Broker/Dealer or RIA evaluation
- Succession planning and selling practices
- Strategic consulting on recruiting growth strategies
For the past five years, Jeff has researched nearly 100 different firms and has selling agreements with over 50 of these firms to be able to introduce and represent them to financial advisors. His consultative approach has helped advisors to select over 20 different affiliation solutions. In just the last couple of years, Jeff has also helped advisors representing hundreds of millions of dollars in assets sell their business and in all cases was able to get a premium for the seller.
For the first 6 years of his career, Jeff was a financial advisor and licensed principal.
Jeff spent 14 years at LPL financial in various leadership roles that included SVP Business Business Development where he was responsible for recruiting and SVP Business Consulting where he was responsible for building out and providing coaching services to LPL’s top advisors. After leaving LPL, Jeff consulted with Ameriprise Financial on various recruiting and growth initiatives.
Jeff earned a Bachelors degree from Colby College in Waterville, Me. He then earned his MBA from Bentley University in Waltham, MA. Jeff lives in Charlotte, NC with his wife and 3 kids and in his spare time enjoys golfing, tennis and fishing.