Broker Check
Jeffrey S. Miller

Jeff joined Kehoe Financial Services, LLC. in 2009. Prior to joining the firm Jeff spent 16 years as a Regional Pension Consultant for Union Central Life, covering a 5 state area servicing defined contribution plans throughout the Midwest. In 2000 he left to become an independent Retirement Plan Advisor. Jeff is an Investment Advisor Representative and a member of the Society of Financial Service Professionals.

 

Jeff’s focus is advice to the small - mid-size business concentrating on their “corporate” retirement plans. He advises both the plan sponsor and individual participants, which includes plan provisions, legislative updates, fiduciary monitoring of the investments, and asset allocation strategies*.

 

Jeff has 2 daughters with whom he spends much of his time and has enjoyed coaching Youth baseball at a competitive level. He also doesn’t mind spending the afternoon for a round of golf.
Graduating from Bucknell with a BA in Economics, Jeff also spent time on the Gridiron and Ball Diamond for the The Bison.

 

“Retirement… is when you stop living at work and begin working at living."

-Unknown retired person

*Asset Allocation does not guarantee against loss. It is a method used to help manage investment risk.