Jeff Campbell has worked in the financial services industry for since 2002. His passion is helping families create retirement income streams and business owners by developing a path for long term financial success.
In working with families, Jeff helps his clients work on strategies for wealth creation, retirement income planning, legacy planning and comprehensive financial planning.
Jeff develops unique solutions for business owners to align both their business and personal financial goals. He helps business owners prepare for the single most important transaction they are likely to encounter; the sale or transfer of control of their business. He enjoys the process of helping his clients protect their passions: their family and their business.
Jeff lives in Littleton with his wife Joleen and their young son. He enjoys all that Colorado offers his family: skiing, rafting, hiking, biking, enjoying live music (particularly at Red Rocks), playing guitar, spending time with his family and enjoying the beautiful Colorado weather.
Jeff holds insurance and securities licenses in multiple states. He would love to help you meet your financial goals.