Broker Check
Jeffrey Kobak

Jeffrey Kobak

Senior Wealth Advisor

Jeff has over twenty years experience providing investment guidance.  His focus is on helping his clients create, distribute and preserve their wealth.  He feels it is very important to learn each of his client's unique situations.  Because he works for an independent financial firm, he can implement a plan using the better suited investment and/or financial products that meet a client's specific needs. He also believes in maintaining a strong working relationship with his clients.  This relationship continues through regular reviews and an on-going focus on the achievement of his client's goals.

Jeff is married to Marcie and is the proud father of eight children.  Jeff has lived locally his whole life.  Born and raised in Westlake, he and his family are long time residents of North Olmsted.  When not working, you will find him spending time with his family or playing golf.