Jeff Roskelley joined Progressive Planning seeking to provide his clients with access to the many benefits an independent investment advisory firm can provide in the development of comprehensive wealth management strategies. Jeff specializes in life, disability and long-term care insurance and investment planning for individuals, families and business owners.
Jeff began his financial services career in 2002 with The MONY Group (later acquired by AXA Equitable) where he was recognized as The MONY Group Salt Lake City, Utah 2003 Rookie of the Year and 2003 MVP. He left AXA Equitable in 2011 to join Progressive Planning as a wealth advisor where he helps individuals and families to build and preserve their wealth by implementing a streamlined plan of systematic savings and insurances strategies.
He specializes in developing strategies to plan for the “What if’s” in life. Jeff assists clients and the loved ones who depend on them to better prepare for the unexpected with comprehensive risk management solutions and strategies for creating an efficient stream of income should the need arise. He holds his Series 6, 7, 63 and 66 securities registrations with LPL Financial.
He received a Bachelor of Science in Business Management with a minor in Spanish from the University of Utah.
Jeff and his wife Amy live in West Jordan, Utah with their children Erin, William, Spencer and Mia. They are members of the Church of Jesus Christ of Latter-day Saints. When Jeff is not working he enjoys basketball, watching movies and staying active through exercise.