Jeff Edwards


Jeff grew up in the Phoenix Metropolitan area and at the age of 18 he joined the military where he spent seven years as a U.S. Navy SEAL. Here Jeff learned the importance of discipline, setting and completing goals, not only for the military, but for civilian life as well. Afterwards, Jeff put himself through college at Arizona State University, sometimes working 2 to 3 jobs while earning his bachelor’s degree in Business Administration with an emphasis in Finance.

An international company that Jeff interned with gave him the opportunity to join them full time after he finished college. He worked his way up in that company from an entry level position to running a 21-million-dollar operation with over 350 employees. After success in the corporate world, Jeff decided to follow his true passion and go into business for himself in the Insurance and Financial Services Industry.

For the last 19 years he has had the privilege to work with and help many families. Jeff’s genuine concern for his clients motivates him to build long lasting relationships with them while improving and maintaining their financial longevity. His clients find him personable and extremely dedicated to their needs. His planning techniques include Medicare planning, individualized financial plans that help to mitigate financial risk, reduce tax burdens, and protect assets from long-term care costs.. Jeff is ideal for those seeking an advisor who provides an all-encompassing financial strategy. With Jeff’s experience, professional training, and education, he potentially exceeds any client’s insurance and financial planning needs and expectations.

Jeff has been happily married for 25 years to his wife Lori, a Registered Nurse of 37 years and Medicare Specialist and together have 3 daughters, Brenan, Carson, and Jaden. They are proud to see Brenan graduate from ASU and make it as an Arizona Cardinals Cheerleader, while also pursuing P.A. School. Carson is attending College at Arizona State University and will be on the ASU Cheer/Spirit Squad for her 3rd year. She is studying to be a Kindergarten teacher and just returned from a semester on the Gold Coast, Australia. Their youngest, Jaden, has proven to be a well-rounded athlete in softball, volleyball, and competitive cheer, and is a heck of an entrepreneur, starting her first business at age 16. She is pursuing a career in the field of Cosmetology.

Jeff’s philosophy in life is, “Never Give Up” and it has served him well in all aspects of his life.