A transplant from Iowa to Florida, Jeff has embraced Unique Wealth and the Sunshine state. Starting his wealth management career in 1998, Jeff has vast experience and specializes in working with high-net-worth individuals and families to navigate complex financial decisions, from retirement planning, risk management and investment strategy.
Jeff earned a Bachelor’s degree from the University of Iowa and is a Certified Financial Planner. Known for his easy, laid-back approach, Jeff takes the time to understand each client’s unique goals and aspirations, tailoring his recommendations to align with their vision for the future. His deep expertise in financial planning, tax strategies, and portfolio management allows him to craft customized solutions that deliver long-term financial success and security.
Outside of work, Jeff enjoys spending time with his wife, Rae, and feline friend, Ruby. He is an avid runner around Tampa Bay, participating in way too many races to remember. Although sleeping in a tent has been challenging, a new hobby of backpacking and hiking the Appalachian Trail and numerous “14ers” in the Colorado Rocky Mountains has been very rewarding.
Office: 813-816-2027
Email: jeff.sievers@uniquewealth.com