Director of Client Projects
Jeff comes from New Orleans and relocated to South Carolina in 2012 with his family. A graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, Jeff also holds a Master’s degree in Exercise and Wellness from Eastern Kentucky University. Prior to his move to South Carolina, Jeff worked in the property/casualty and life/health insurance industries and then expanded into financial advising with an emphasis on long-range planning and long-term care. Jeff’s lifelong commitment to sports and health led him to serve as a wellness coach for clients across the United States.
He enjoys watching men’s and women’s SEC sports, working out, spending time with his wife, Jayne, and visiting their daughter, Alexis, who is in medical school at MUSC in Charleston.
Client Relations Manager
Paige was raised in the suburbs of Chicago, Illinois and moved to Beaufort in 1996. She has a B.A. in Psychology with a Business Management minor. Paige has over twenty years of experience in the fields of customer service and administration. In her spare time, she enjoys spending time with her family, outdoor activities, travel and photography.