JEFF GOYETTE, JR., CFP® CPFA®
Jeff joined the JMG Wealth Team as a Wealth Advisor in 2016.
Jeff brings his expertise in investments, wealth management, retirement planning, and estate planning to the JMG Team. He is also responsible for securities analysis and portfolio construction through JMG’s Legacy Strategies.
Jeff holds his Series 7, 63, 65, and Life, Accident, Health Insurance Licenses. Jeff has also earned the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Certified Plan Fiduciary Advisor (CPFA®) credential.
Jeff attended and graduated from Bucknell University in 2014 with a Bachelor of Arts in Economics. At Bucknell University, in addition to making Dean's List academically, he was Captain of the Varsity Football Team and 3-time Special Teams MVP.
Jeff was elected to represent football on the Student Athlete Advisory Committee (SAAC) and was honored with the football program's Leadership Award as a Senior.
He began his career with Hartford Funds as an Internal Advisor Consultant (IAC) where he worked for two years. As an IAC, he was responsible for all mutual fund sales in the Southeastern United States.
Presently, Jeff lives in Mechanicsburg, PA with his wife, Alicia and his daughter, Cecelia. In his free time, he enjoys spending time with his family and friends, playing golf, traveling, and playing guitar.