Jeff is a graduate of Southern Illinois University - Carbondale majoring in finance. He's also a 9 year veteran of the Army National Guard. His unit was activated in 2005 and mobilized for a 16 month tour to Baghdad, Iraq to support Operation Iraqi Freedom. He returned home safely April of 2006 and immediately resumed his career as a financial advisor.
He founded his firm, Alliance Wealth Management, LLC, in May of 2011 to offer financial planning services to families and small business owners.
He currently writes for US News and Equifax and has been featured in major sites such as Huffington Post, Wall Street Journal, Reuters, Kiplingers, and Fox Business.
In his free time, he loves hanging with his family, tortures himself with Crossfit workouts, and daydreams frequently when he can chow down on an In-N-Out Burger again.
Small Business News, Advice & Blog - Jeff Rose
Business by Jeff Rose
Many business owners are drastically under insured. Here's a breakdown of the different types of life insurance any thriving business should consider. Read More
Finance by Jeff Rose
Small business owners spend so much time in their business and not enough time planning for the future. Here are some business retirement accounts they can setup that can help the business and the business owner. Read More
Email automation can save your business time and money while still delivering a personal touch to potential leads and current clients. Here are five easy email marketing automation solutions to common sales problems.
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