Jeffrey V. Covert, CFP®, CPA
For nearly three decades, Jeffrey V. Covert has helped individuals and families integrate tax planning, retirement income planning and wealth management into a comprehensive financial strategy. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a certified public accountant with Team Covert Financial and Tax Planning Group.
Covert has passed the Series 7, 63 and 65 securities exams and has insurance licenses in life, health and accident. He graduated from Northwood University with a bachelor's degree in business administration.
His planning philosophy is built on a championship mentality, emphasizing thoughtful preparation, consistent execution and the legendary Lou Holtz principle: WIN – What's Important Now. He believes that making the right financial decisions at the right time creates winning moments, winning days, winning seasons and, ultimately, a championship retirement.
Phone: 248-453-9360 | Email: jeff@teamcovert.com | Website: www.teamcovert.com
