“Jeff has been an outstanding resource for my clients. As a wealth manager, many of clients own businesses and there is no one else I would rather have in their corner. His professionalism, integrity, and business savvy have set him apart from others in his field. I have referred more than a million dollars worth of business to Jeff and will continue to do so.” September 22, 2006

William M. Geist (a colleague)

(919) 332-8627