Director of Risk Management
Jeffrey Winter has been in the insurance and financial services business for over 20 years. He has serviced clients in MI, OH, IN, IL, PA, NJ, and AZ. Jeffrey has extensive experience within the brokerage, bank, and independent models of financial services. He has been recognized as one of the top advisors at each organization that he has been affiliated with.
Jeffrey decided to become fully independent in 2009, giving him the ability as an independent advisor to offer his client’s a wider range of solutions. His like-minded philosophies have led to forming a partnership with William J. Merecki, the Benefits Consultant and Co-founder of The Federal Benefits Group.
Jeffrey’s mission is to provide customized and personalized financial planning to Federal Employees at all stages and income thresholds of the marketplace. He firmly believes in a comprehensive, process-oriented and relationship-based approach to meeting his client’s overall goals and objectives.
As an investment advisor representative, his credentials include Michigan Life and Health Insurance licenses and a Series 65 license. He is also licensed for insurance in PA, IN, IL,NJ, CA, AZ, and OH.
Jeffrey is a loving husband to wife Charlee and father to a 14 year old son and five daughters from 8 months up to age 21. He enjoys traveling, working out, and has been a musician since he was a child.