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Jeffrey Creek, CFA®, CFP®

Jeffrey Creek, CFA®, CFP®

Investment Analytics & Research

Jeff brings nearly 30 years of investment experience with the last 15 years as the Director of Research for a large firm in Cincinnati. Jeff holds both the Chartered Financial Analyst and the Certified Financial Planner designations.   He received his undergrad and graduate degrees from the University of Cincinnati.

Jeff has three children that keep him very busy running from one activity to another. In his spare time, Jeff enjoys golf, tennis and just about any other activity that keeps him outside.