Jeffrey Lancaster, CPA
Planning Administrative Coordinator
Jeffrey is excited to use his background in accounting along with his love of meeting new people and building relationships to begin a career in financial advising. He describes himself as a tenacious learner which makes him a perfect fit for our team. Driven by a deep desire to help others and continually learn how to do better- Jeffrey comes to the world of personal finance with purpose to connect the numbers to the action plan to make a difference in the lives of those he serves.
Jeffrey's tenacity is not just for learning, but living life to the fullest. You will not find him sitting still for long unless he is enjoying a movie or sports game on TV with friends. He and his fiancé, Anne Russell, enjoy spending time with friends, trying new restaurants and attending live performances. In addition, Jeffrey enjoys pickleball, tennis, and basketball.