MILESTONES

  • Received a master’s degree in journalism from Northwestern University in 1980
  • Broke his high school’s mile record during the state meet

PROFESSIONAL BACKGROUND

Jeff brings a wealth of knowledge and experience to his role at Coastal. Having spent 30 years at Paychex, he mastered sales in our industry, closing thousands of deals. Jeffrey was a Conference winner 15 times and Circle of Excellence winner nine times.

PERSONAL NOTES

Jeff enjoys an active life when he’s not at work. He likes to play tennis and hike along the beach. He loves spending time with his wife whenever he can, going wine tasting and savoring her cooking.

KEY STRENGTHS

  • Engaging 
  • Curious 
  • Friendly and fun 
  • Helpful

OUR MOST RECENT POSTS

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9 Questions To Learn More About Kayla

Have you met Kayla? She’s been a wonderful addition to our Coastal team and we can’t wait to introduce you to her. 1. What’s the best part about working at Coastal? The sense of community. Everyone at Coastal really cares Read More >

Have You Met Retirement Specialist Arlene?

Arlene Sanchez cares. That’s just who she is. She’s spent her career in nonprofit work and serving immigrant children. At Coastal, she brings so much compassion and energy. We’re lucky to have her on our side and our clients are Read More >