Jeff graduated from Oakland University in Rochester, MI with a bachelor’s of science degree in 1990. He is a Certified Financial PlannerTM (CFP®) and a Certified Public Accountant (CPA). Prior to being an advisor with AnchorPointe Wealth Advisors, Jeff worked in public accounting and in the private sector as a controller before partnering with another CPA to open the firm Craun Freeman Tax and Wealth Management.
Since 2003, Jeff has been offering financial services through Avantax Investment ServicesSM. As a financial advisor, he utilizes a tax-intelligent approach to investing, helping clients grow and protect their wealth. Jeff partners with clients to identify their financial goals and develops personalized investment plans designed to help them achieve those goals. His areas of experience include tax planning, investment management, cash flow and debt management, family risk management, retirement planning, education planning and legacy planning.
Outside of work, Jeff enjoys spending time with his wife of 35 years, Annette, and his two children, Madison and Austin. He also enjoys golfing, traveling (especially to his second home in Florida), and watching or attending various sporting events. Jeff is an avid Detroit Lions fan and enjoys following the team across the country.