Chief Utility Player
Years of experience: 24+
Education: Cal State Fullerton, Criminal Justice (major), Ethnic Studies (minor)
Areas of Expertise: Insurance, Participant Education, Client Service, Marketing, Technology
Activities: Member of the WFG management team
As WFG’s Chief Utility Player, Jeff wears a number of important hats including insurance specialist, marketing management, sales support, compliance, technology utilization, training and education. In the insurance arena, Jeff serves as the WFG insurance specialist in the client planning process. He also oversees the overall branding guidelines and content development of WFG’s website, marketing collateral, presentations, newsletters, emails, infographics and proposals. Jeff manages WFG’s social media platforms and is responsible for both video and photo coverage of events. Jeff also supports the delivery of the WFG client service model encompassing the development of WFG’s vast array of plan sponsor and participant training and education materials.
Fun Fact: Jeff is a member of the Disney Vacation Club and a Walt Disney World Annual Passholder – his ultimate dream would be to live in the small stone cottage in the meadow of the Canadian Pavilion at Epcot.
Personal Information: Jeff lives in Brunswick, MD and enjoys spending time with his wife Gretchen, sons Ripken and Hobbs, hiking, petting every dog he sees, music, poker, baseball (let’s go O’s!), fantasy football and, of course, going to Walt Disney World as often as possible.