Jeff Tudor has a blast helping his clients dream big about those things they’ve put off. Whether it’s a big trip, being more charitable, or buying a second home, he guides them through different scenarios and enjoys seeing their facial expressions as they talk about their dreams. 

Jeff says he has the privilege of teaching his clients about financial planning concepts. When they feel confident about their financial planning roadmap, they can stay on track with life goals no matter what the market does. 

Jeff’s licenses and designations include Chartered Retirement Plans Specialist, CRPS©️, Series 66, Series 7, 31 (inactive), and Ohio Insurance: Life, Health, Annuity. He holds a B.A. in Economics from The Ohio State University and an MBA from Ashland University. 

He enjoys golfing, biking, traveling, and spending time with family. He lives in Westerville, Ohio.