Jeff entered the financial service industry in 1997 before founding Heybrock Financial Group in 2005. From his early years, he wanted to keep things simple and make sure people understood the decisions they were making.
Jeff has always focused on ways to help retirees and pre-retirees prepare and enjoy retirement. Initially focusing on helping people not run out of money in retirement, Jeff saw that taxes were one of the biggest expenses for people in retirement. Understanding the options, Jeff began working with his clients to help them take advantage of the available strategies to minimize taxes. He routinely communicates with his clients by phone or in person at his office in High Point.
One of the things that Jeff’s clients like is that they can always get in touch with Jeff and that he follows up on the things that need to be taken care of.
Jeff and his wife Amy of 33 years have been living in High Point for the last 30 years. They have two daughters and a grandson, Luke. In his free time, Jeff enjoys spending time with his family, doing home projects, and serving as an Assistant Scout Master with his grandson’s Boy Scout Troop.