Jeffrey Hartenstine

Jeff brings more than 20 years of client service experience and over a decade of focused financial services expertise. Known for his dedication and thoughtful approach, he is committed to building strong relationships and delivering an exceptional client experience at every stage. Jeff combines his industry knowledge with a personalized, client-first mindset, helping individuals and families achieve their financial goals. He believes in taking the time to understand each client’s unique situation and providing guidance that is both practical and meaningful.

Outside of the office, Jeff enjoys coaching high school basketball and spending quality time with his family.