Jeffrey Burch, CFP ®, MBA
Jeffrey Burch joined Zappitelli Financial Services in 2011 and is eager to help mold individual family and business financial strategies. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ and helps clients with investment evaluation, planning and portfolio management allowing clients reach their financial goals and objectives.
Jeff earned his Bachelor of Arts degree in Accounting from Notre Dame College in 2008 and his Masters’ degree in Business Administration from Indiana Wesleyan University in 2011.
Prior to working for Zappitelli Financial. Jeff worked for the federal government where he served as a Lead Auditor for the Department of Defense Office of Inspector General. Jeff’s broad business experience and MBA allows him to assist clients with business and tax planning strategies.
In his spare time, he enjoys family time with his wife Josephine, his two daughters Juliette and Vivianne, and dog Louie. He’s also an avid golfer and Ohio State and Cleveland Sports Fan.