Meet The Team
Founder, Managing Member
CFP®, CRPC®, AEP®
Jeff has over 20 years of experience in personal financial and insurance planning and is the CEO, co-founder and lead instructor of Advanced Planning Educational Group (APEG). In addition to his role with APEG, Jeff co-founded and currently leads Platinum Wealth Management Group, Inc., a financial and insurance planning firm. Jeff also serves as the Managing Member of Simplified Tax Solutions. He is also an instructor at Oakland University in Rochester, Michigan, where he teaches various financial and estate planning courses in the post-graduate certification program.
Throughout his career, Jeff has lectured at hundreds of client events, led several private courses at financial firms, has developed and presented numerous educational webinars. Jeff has been invited to speak at various professional conferences for groups including the Michigan Society of CPAs, the Estate Planning Council of New York City, Estate Planning Council of Central New York, the Financial Planning Association of Orange County, the Financial Planning Association of Northern New England, the Advisor Group ConnectED Conference, the Sigma Parkland Securities National Conference, the National Conference for the Trust Advisory Group and the national high producer’s conference of Producers Choice, a wholly owned subsidiary of Raymond James. Jeff also utilizes his practical industry experience coupled with his academic background to consult financial firms in facilitating learning and development curriculums.
Jeff is licensed as an insurance counselor and insurance agent offering life and health insurance. He holds securities registrations Series 6, 63, 65 and 7. Jeff is a Registered Representative and Investment Advisor Representative . Jeff is also a Certified Financial Planner℠ practitioner, a Chartered Retirement Planning Counselor™ designee and Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils.
Jeff currently serves as an officer and as the immediate past President of the Financial and Estate Planning Council of Metropolitan Detroit. He is active in various community financial education programs and contributes financial articles to newspapers and other news outlets throughout Michigan. Jeff obtained his Bachelor of Science degree from Wayne State University. He completed post-graduate courses at Wayne State University; completed his Certified Financial Planner℠ coursework at Oakland University and obtained his Chartered Retirement Planning Counselor designation from the College of Financial Planning. Jeff and his wife Kate live in Michigan with their three children – David, Andrew and Sarah.
Amy Amiels is an Enrolled Agent and a Certified Payroll Professional with a bachelor’s degree in Accounting from Baker College. She has been in the Accounting and Tax field for 30 years. Amy is well versed in small business accounting and payroll along with small business and personal income taxes. When she is not working, Amy enjoys spending time with her husband, Chris, and her four children: Sarah, C.J., Charlie and Chael. She loves crafting when she can and volunteers in her community through the various Non-Profit Organizations she belongs to.