Jeff Wenger, CSLP, CFP®
Financial Planner
Education: B.S., Liberty University, M.S., College for Financial Planning
Jeff's Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- Retirement/financial independence planning
I get excited about working with people who are:
Looking to enjoy life now while making responsible financial decisions to secure their future. I enjoy working with clients who are transitioning from training to practice and are looking for support in managing their student loans while juggling other financial goals and priorities. I also enjoy tax planning and working with clients who are charitably minded.
When not at work, you’ll find me:
Spending time with my wife Mindy and our four children Julianna, Augustine, Emerick and Wren. I’m a member of Canton Baptist Temple and serve as a deacon and class leader. You can also find me playing ultimate frisbee or a nerdy board game with family and friends.
