Team

Jeff Severe, ChFC®

Vice President, Senior Wealth Advisor

Team

Jeff Severe, ChFC®

Vice President, Senior Wealth Advisor

Jeffery Severe is an experienced professional in the field of wealth management, currently serving as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. With a remarkable career spanning over 35 years in major wirehouses, Jeff is a Chartered Financial Consultant who is passionate about guiding clients towards financial independence and successful retirement planning. His expertise lies in retirement planning, estate planning, and investment management, and he takes pride in working with a diverse clientele to help them preserve and grow their wealth.

Jeff believes in the importance of deeply understanding his clients’ unique financial goals to provide them with informed and tailored recommendations. He holds a Bachelor of Business Administration and Marketing from Colorado State University and, outside the office, enjoys pursuits such as camping, hiking, biking, and motorcycling. Jeffery is happily married to his wife Ellen for over 35 years, further exemplifying his commitment to long-term success and stability.

ChFC® – Chartered Financial Consultant

The ChFC® designation is a financial planning credential awarded by the American College to individuals who satisfy its educational, work experience and ethics requirements.  Recipients of the ChFC certification have completed at least seven mandatory college-level courses in the areas of financial, insurance, retirement and/or estate planning, as well as income taxation and/or investments.  Additionally, recipients have completed at least two elective courses on the financial system, estate planning applications, executive compensation, and/or retirement decisions. In order to maintain the designation, ChFC holders must satisfy the ongoing requirements of the Professional Achievement in Continuing Education (“PACE”) Recertification Program, which includes 30 hours of continuing education at least every two years.