About Jeff Rose

I started my career as a financial advisor with A.G. Edwards & Sons in 2001. Always excited to meet new people and having a unique interest in the financial markets, being a financial advisor was the perfect fit for my career.

I was originally born in Los Angeles, CA and primarily raised in West Frankfort, IL where I graduated Frankfort Community High School in 1996. I started college, but then realized another purpose, I needed to serve: My Country. I joined the Army National Guard in 1997 as an Infantryman and served a total of 9 years. The military gave me the discipline and drive to graduate from SIU-Carbondale with a B.S. in Finance and minor in Accounting while simultaneously holding a 30 hour a week job.

In January of 2005, 4 years into my career, my National Guard unit out of West Frankfort, IL was called up to support Operation Iraqi Freedom. Acquiring the rank of Staff Sergeant, I served as Squad Leader while conducting military police maneuvers in central Baghdad. Anticipating my return, I attained the Chartered Retirement Planning Counselor designation between mission and duties during my downtime in Iraq. Due to countless prayers, I safely returned home March of 2006.

Picking up right where I left off, I resumed my career as a financial advisor. My goal was to be the “complete package” advisor, wanting to assist in all areas including: investments, insurance, taxes, and estate planning. The next step was to become a CERTIFIED FINANCIAL PLANNER™ practitioner, which I did in November 2007. An individual who has earned the CFP® mark of distinction has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).

In December of 2007, three others and I formed Alliance Investment Planning Group LLC.

July 2008 marks the launch of my own personal financial blog http://www.goodfinancialcents.com.  My hope is that I can help people make sense of investing and their personal finances.  With so many different options out there, I hope to ease the fog and help you make clear and smart financial decisions.  Knowledge is Power!

I reside in Carterville, IL with my beautiful wife Mandy, my soon to be one year old son Parker, and my spoiled pet boxer Klaya.

Photo taken Jason York Photography


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: