Jeffrey E. Bush, MBA, CLU, ChFC is the Managing Partner and Chief Operating Officer of Informed Family Financial Services and has been dedicated to providing high-quality service to his clients since 1994.
After graduating Magna Cum Laude from Alvernia College and receiving his MBA from St. Joseph’s University, Jeff completed his training as a Chartered Life Underwriter and a Chartered Financial Consultant at the American College. According to the College, the CLU and CHFC designations are two of the most prominent credentials for persons involved in the accumulation, preservation and distribution of wealth.
Prior to joining Informed Family Financial Service, Jeff worked as a Registered Representative with Delaware Valley Financial Group in King of Prussia, PA. At DVFG, Jeff developed a strong base of clientele, and due to his efforts, later served as the firm’s brokerage manager.
Active in numerous civic and industry organizations, Jeff graduated from Leadership Berks and was active in Big Brothers and Big Sisters of Berks County, including serving on the Board of Directors. Jeff was the recipient of the first “Chairman’s Award” for excellence in community service while working at UGI.
He also served on the Board of Directors for the Philadelphia Chapter of the National Association of Life Underwriters.
Jeff holds numerous professional licenses and designations, which include Series 6, 63, 65 and 7 securities industry registrations. He is a Chartered Life Underwriter (CLU), as well as a Chartered Financial Consultant (ChFC).
Jeff enjoys being active in various personal development coaching groups, which includes Anthony Robbins Elite Coaching program and the Strategic Coach . He is a past President of Hillside Aquatic Club in Upper Pottsgrove. Currently, he is the President of the Tri County Swim League. Jeff is a master’s level competitive swimmer and is a member of the Perkiomen Valley Aquatic Club Masters Team. Jeff is also a member of the Rivercrest Golf Club.
Jeff resides in Pottstown with his wife, Diane, an executive with AT&T, and their four children, Jeffrey Jr., Taylor, Matthew, and Lauren.