Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,... Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,... Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,...


Jeff began his career as an institutional bond salesman for Channer Newman Securities in 1981, this after 10 years teaching and coaching at a high school. In 1984, he joined his father's firm, the Illinois Company, to learn more about stocks and financial planning. He learned valuable insights from his father Gordon, who was the Chairman of the NASD in 1970 and 1971 and President of the Midwest Stock Exchange. During his tenure as Chairman, Gordon helped form the NASDAQ quote system that is still in place today. Jeff then thought working for the "Big" firms on Wall Street would be exciting, so he worked for Merrill Lynch and Morgan Stanley. While at Morgan, Jeff was promoted to Senior Vice President. After 27 years in the investment business he decided to go independent and form his own firm. He was introduced to Mark Matson, founder and CEO of Matson Money. Mark’s company was founded on the principles of Nobel Prize recipient, Harry Markowitz’s “Modern Portfolio Theory” and the “Efficient Frontier.” Through passive investing and diversification one can reduce risk, costs, and volatility in their portfolio. There is no stock picking, no market timing, and no buying based on past performance. It was a perfect match for Jeff’s new company. “My mission is to reduce my clients' worry and confusion about investing.”

With the educational process through Matson Money, investors are given real insights as to how the markets really work and how to filter out what Mark calls the “Media Pornography”.

Jeff earned a Bachelor’s degree from Monmouth College, Monmouth, Illinois in 1971. He went on to earn his Master’s degree in 1974 from Northeastern Illinois University. His professional licenses include a series 63, 65 a license in Insurance & Annuities. He has been married to his high school sweetheart, Susan for 42 years. They have two boys, Jeff II and Brian. Jeff II and his wife Christa have one child which they named after his Great Grandfather Gordon. They are both personal trainers and own their own business in Tyson’s Corner, Virginia. Brian is serving his country in the Army. He is a Staff Sergeant with the 101st Airborne. He has  done two tours, one in Iraq and one to Afghanistan. Susan is my Director of Marketing and helps me with all my coaching seminars and advertising.