Jeffrey J. Stenroos


Jeff has provided wealth management services to his clients since 1983.

Many of Jeff's clients have been with him for over 30 years. The insights and experiences gained from serving clients and their families are an invaluable resource to all of Jeff's clients.  His clients reside in the states of New York, North Carolina, Ohio, Pennsylvania, and Texas. Serving clients on a remote basis is not a problem with the right tools and skills.

Along with his years of training, research and experience, Jeff is fully licensed to provide an array of services to his clients. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1984 after completing an approved educational program and passing a rigorous examination. As a CFP® Certificant he adheres to a Professional Code of Ethics and fulfills rigorous continuing education requirements to stay current on the latest wealth management strategies and financial trends.

Jeff holds the Certified Employee Benefits Specialist (CEBS) designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania (1991). He also holds the Certified College Planning Specialist (CCPS) designation awarded by the National Institute of Certified College Planners (2006.) These two additional designations provide Jeff with focused expertise in College and Retirement Planning, core concerns for many clients.

Jeff also holds various securities and insurance industry licenses, which qualify him to offer financial advice and implementation services to his clients.

Jeff has been a resident of Bath Township, OH since 1986. Jeff and his wife Jennifer recently celebrated their 35th Wedding Anniversary. They have three grown children. Prior to entering the financial services industry full time in 1983 Jeff worked as a public-school music teacher and as a church musician. Jeff actually composed the wedding fanfare and processional which was performed as Jennifer walked down the aisle at their wedding.

Today he is still active in church music activities as a member of The Adult Choir at St. Paul's Episcopal Church in Akron. He is a Trustee of the Board of Directors of The St. Paul's Endowment Foundation and serves on the Finance Committee to determine the investment strategy for the St. Paul’s Endowment Fund.  Jeff was recently recognized by Lutheran Campus Ministries of Kent, OH for 25 years of service as the financial advisor to the Ministry Endowment Fund.

Jeff and Jennifer enjoy travel, gardening, and hiking.

Contact Jeff today and see how you can put his experience and expertise to work for you.