Client Service Specialist
Jefferson considers it a priority to ensure that the needs of the client are always met with efficiency and care. His passion as a Service Specialist is fueled by his desire to meet any and all requests with as warm an interaction as possible. Jefferson’s career in client services began with Resource Planning Group in May of 2021 after transitioning from his background as an Account Executive. Jefferson is currently continuing his education in the finance industry while learning how to further live by his personal ethos of “Servant Leadership.” Outside of the office, Jefferson enjoys traveling and trying new recipes with his wife, Valerie. His hobbies also include woodcarving and catching up on true crime documentaries.