Jeff Barnes, CFP, AIFA, CEBS
Jeff Barnes serves as Senior Consultant with Gavion, LLC and is a consultant to several of the firm’s defined contribution plans. Jeff has worked with retirement plans since 1995. Prior to joining Gavion, Jeff served as Director of Retirement Plan Services for a wealth management firm. Jeff also specializes in continuing education program instruction for Certified Public Accountants, Attorneys and Defined Contribution Plan Sponsors. Jeff earned his undergraduate degree in Managerial Finance and his MBA from the University of Mississippi. He holds the Certified Financial Planner (CFP), Accredited Investment Fiduciary Analyst (AIFA) and Certified Employee Benefit Specialist (CEBS) designations. Jeff has been featured in several regional publications including the Memphis Business Journal and the Mississippi Lawyer Journal. He serves as a board member of the Soulsville Charter School in Memphis, Tennessee and is a member of the Rotary Club of Memphis East where he teaches Junior Achievement.