About Jeffrey Kohls
Jeffrey J Kohls, Financial Consultant
From the moment my father was diagnosed with ALS and I accepted the responsibility to look after my mother and the family finances, I realized the importance of managing money as efficiently as possible, not just for the needs of today but over a lifetime and for the generations to follow. I desire to bring this involvement and personal approach to the clients whom we choose to work with by using a comprehensive planning process. With over 20 years experience and my CERTIFIED FINANCIAL PLANNER™ professional designation I specialize in tax efficient strategies in the management of your finances.