Consultant, Kennesaw Office
Jeff joins the UGA SBDC bringing with him a wealth of knowledge and entrepreneurial experiences. Jeff began his professional career more than 30 years ago in the hospitality industry working for the world-renowned Ritz-Carlton brand where he honed his knowledge of providing exceptional service. From there he began his entrepreneurial journey by opening his own men’s clothing accessories store. He then worked for Automatic Data Processing (ADP) where he expanded his skillsets in B2B outside sales and became very proficient in the sequential steps needed to acquire customers and close deals. After several successful years with ADP Jeff continued his entrepreneurial journey by purchasing a restaurant franchise. Jeff learned the true meaning of the old adage “jack of all trades” by working in every aspect of the business from marketing to customer service.
For the past 12 years, Jeff has been in the financial services industry working with Mutual of Omaha, Wealthspan Financial Group, and Orion Portfolio Solutions. Jeff also founded CPA Allies, a Registered Investment Advisory (RIA) firm which provides insurance, investment, and personal financial planning advice to accounting professionals.
Jeff is a member of the National Association of Black Accountants (NABA) where he demonstrated his sales proficiency and organizational value by being elected to served two terms as the Atlanta Chapter President despite not being a CPA. Jeff proudly serves on the board of the Georgia Society of CPAs (GSCPA), Atlanta Chapter. He also served as an ambassador for the Cobb County Chamber of Commerce for several years.
Jeff brings his varied professional and entrepreneurial experiences to his client engagements, with insights into the many facets of operating a successful business. He understands a business owners’ journey and the importance of surrounding oneself with quality trusted advisors. He has been an advocate for small businesses having sponsored programs and volunteered to speak at different small business events throughout the state of Georgia.
He is a graduate of Johnson & Wales University and holds a Bachelor’s degree in Hospitality Management. Jeff also holds a FINRA Series 65 securities license and state insurance licenses in life, health, and variable annuities.