MEET OUR ADVISOR TEAM

JEFFREY GARDNER

What do you enjoy most about wealth management?
I enjoying helping people improve themselves and educating people.
What is the biggest challenge?
Thinking outside the box to prove my value to my clients and to build creative solutions that are tailored to their specific needs.
What professional accomplishments are you most proud of?
About two years ago, I began working with a set of 20 year-old twins that had just arrived in the United States. I educated and explained to them the importance of investing. They began putting money away for education, and they have not missed a single contribution in two years. They have made their financial goals a reality.
What qualities of yours make you best suited to do what you do?
My passion and commitment to honesty and serving people in all aspects of my life. How you conduct yourself in everyday life crosses over to my business and the way I treat my clients. Being in a personalized and private business such as wealth management, it is important to be trustworthy and honest.
How should people think about their wealth?
I believe people should think about their wealth with a long term and individualistic perspective. Everyone's needs and goals are different so their approach and relationship with their wealth is different. The key is to find out what your goals are and build a realistic plan to achieve those goals.
What do you love to do outside of work?
Family and continually educating myself in all aspects of my life. 
What is the most influential book you’ve read?
"Jesus, CEO" by Laurie Beth Jones
What personal accomplishments are you most proud of?
The discipline to raise four kids and do it with integrity.
Check the background of this firm on FINRA’s BrokerCheck
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