For Jeff Greene, wealth management is personal.
A Registered Investment Advisor and partnering with FCM for 5 years, Jeff takes a uniquely personalized, vision-driven, and researched approach to financial planning.
Jeff entered the financial industry with a new vision: financial coaching with a focus on supporting individual clients in accomplishing his or her unique goals. However, seeking to enrich his knowledge of finance, Jeff took a different route, first embarking on a highly successful, 25-year career in the B2B (Business to Business) business world. There, Jeff honed his skills helping businesses, supporting clients, and growing companies.
All the while, he continued to pursue his people-first approach to finance, providing budget counseling, financial coaching and personal vision development for various non-profit organizations, pastors, and families.
After pursuing a career in business, Jeff refocused his vision back to finance and his desire to help others. His search for a like-minded financial firm led him to Family Capital Management.
Today, as an investment advisor and associate coach with Bill Munn Coaching, Jeff spends his days helping people define and pursue their passion and vision for the future.
For over 20 years, Jeff and his wife, Amanda, have lived in Grand Rapids with their 3 awesome kids. His family loves adventure and friendships. They attend Ada Bible Church and connect and serve with various local churches and ministries.
Jeff graduated from Taylor University in 1994, where he earned a Bachelor of Science in Business Administration with a minor in Finance. He is a licensed Investment Advisor.