Jeffrey Sirola, CFP®, CRPC®
Wealth Advisor & Senior Partner
As a Financial Advisor and Senior Partner, Jeffrey works directly with clients and collaborates closely with his team to help individuals and families reach their financial goals. With over 13 years of experience, he combines a strong understanding of the markets with a genuine interest in helping people make informed, confident financial decisions.
Jeffrey began his career in May 2012 and holds both the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor (CRPC) designation. He studied business at Jackson Community College and Western Michigan University, building a foundation that continues to guide his client-focused approach today.
Originally from Brooklyn, MI, Jeffrey now lives at Lake Somerset with his wife, Jessica, their two daughters, and their three cats—Harvey, Henry, and Birdie—who keep the family entertained. Outside of work, he enjoys spending time with family and friends, taking on home projects, vacationing, and spending as much time outdoors as possible. Whether it’s a day out on the lake or a backyard get-together, Jeffrey values the moments shared with the people who matter most.