Jeff Holmes, MBA
Certified Estate Planner*

CONNECT

Address:

14362 N Frank Lloyd Wright Blvd., Suite 1000
Scottsdale, AZ 85331

Phone:

(480)305-5661,Mobile (480)277-1212

Fax/Other:

(480)699-1719

Jeff Holmes

Jeff Holmes

MBA, Certified Estate Planner*

(480)305-5661
jeff@afsarizona.com

Jeff Holmes offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. Jeff's focus is on income and estate tax strategies, assisting clients looking to preserve wealth, and increase assets and income. He has been in the financial services industry for 24 years and holds the following securities registrations: Series 7, 65, and 63, as well as Life, Accident & Health, Disability and Property & Casualty Insurance licenses.

Jeff grew up in Deming, New Mexico and received his Bachelor of Science degree in Civil Engineering Technology as well as a Master's of Business Administration from New Mexico State University (NMSU). During his college years he played for the NMSU tennis team. He lived in New Mexico until 1993 when he moved his family to sunny Arizona.

Jeff stays involved in the community and has a passion for teaching. He is an instructor and teaches various Retirement Planning Courses at local Arizona community colleges. He is also active in his church and enjoys spending time with his family, exercising, and, playing tennis. Jeff now lives in Cave Creek, AZ with his wife, Jesslyn, and their daughter, Jasandra.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck