Jeffery A. Acheson, QPFC - Partner / Managing Director
Managing Director of Retirement Planning and Executive Benefit Services
Jeff shares in the overall responsibility of providing high-quality service to our employee benefit, financial planning and investment advisory clients. He has more than 30 years of experience and expertise in helping clients build wealth through qualified and nonqualified retirement plans, with a special emphasis on 401(k) plans.
Jeff also is active in helping employers design and implement incentive compensation and “golden handcuff” employment agreements built to attract, reward and retain key employees. He has helped created a dynamic and unique service model focused on creating and delivering customized solutions for our firm’s clients.
Jeff is a dynamic speaker and enjoys sharing his industry expertise and diversified experience in various venues. He has been a past contributor to such publications as Bloomberg Markets Magazine, Business First, FundAction.com, Defined Contribution and Savings Plan Alert, DailyFinance.com, FinanceGuruKul.com, BlogHer.com,Pittsburgh Business Times, Markets Media Online, TheStreet.com, National Public Radio and Public Asset Management.
Professional Licenses:
FINRA Series 65
Life, Accident, Health and Variable Annuity
Education:
B.S. – Business Administration and Business Education, The Defiance College
QPFC (Qualified Plan Financial Consultant) – American Society of Pension Professionals and Actuaries
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