Jeff specializes in working with businesses on designing, implementing, and maintaining retirement benefit programs. He also helps individuals and families providing financial planning in areas of wealth management, retirement planning, and insurance strategies.
Jeff holds Series 6 (Investment Company and Variable Contracts), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Registered Investment Adviser) securities registrations as well as Life, Accident and Health Insurance licenses. He also earned designations as Certified Financial Planner CFP® and Accredited Investment Fiduciary (AIF®). Jeff received his Bachelor of Science in Business Administration degree from Central Michigan University with a focus in Personal Financial Planning.
Jeff is married and enjoys spending time with friends and family. His favorite activities include mountain biking, snowboarding, camping, golfing, March Madness, and a day at the beach.
* Jeffrey Roman is a Registered Representative of Geneos Wealth Management, Inc. member FINRA & SIPC.