
Ask what’s important in life, and Jeff Covert answers with one word: Family. He grew up as the seventh generation on the family dairy farm, where he learned the value of hard work. His biggest influences were his grandparents, both teachers who demonstrated the importance of helping others with love, warmth and a sense of humor.
Jeff employs that same approach as one of the firm’s Investment Advisor Representatives as well as the firm’s tax specialist, where he focuses on building client relationships based on a foundation of integrity and honesty. With more than 20 years of experience as a Certified Public Accountant (CPA), he has prepared and reviewed tax returns for hundreds of individuals, families and businesses. He specializes in strategic tax and retirement income planning, and he strives to provide the clarity and confidence clients need to embark on the next chapter of their lives.
Jeff holds his Certified Public Accountant, Life, Accident, Health, and Property & Casualty insurance licenses, and he has passed the Series 7, 63 and 65 securities exams. He earned his bachelor’s degree in accounting from Northwood University in Midland, Michigan, and also attended the Agriculture Technology Program at Michigan State University.
Jeff lives in Rochester, Michigan, with his wife, Michele, and their three children: Mitchell, Justice and Vivian. He spends his spare time enjoying bike rides, playing games and watching movies with his family. He also tries to get in a few rounds on the golf course as often as possible.