Jeffrey E. Bush is the CEO and Chief Financial Officer of Informed Family Financial Services and has been dedicated to providing high-quality service to his clients since 1994.
He focuses on providing financial strategies to help pre-retirees and retirees toward achieving their goals, including with asset protection, income and growth. He also assists clients with retirement planning, eliminating or reducing estate and income taxes, preparing for unexpected financial needs, wealth transfer and multi-generational planning, and creative long-term care planning (with or without insurance).
His knowledge and experience has been featured in USA Today, KYW, CNBC, Kiplinger, U.S. News & World Report, Yahoo News, The Norristown Patch, The Reading Eagle Forbes and Authority Magazine. Jeff is also the host of “Financially Speaking with Jeff Bush” on Pottstown’s local television station, PCTV Network.
Earlier in Jeff’s career, he worked as a registered representative with Delaware Valley Financial Group in King of Prussia, PA. He developed a strong base of clientele and later served as the firm’s brokerage manager.
Jeff received his MBA in Finance from St. Joseph’s University and graduated Magna Cum Laude from Alvernia University, majoring in Business Management. He holds professional licenses, which include Series 6, 7, 63, and 65. He has obtained the designations of Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) from The American College of Financial Planning, and he’s an investment advisor representative.
He graduated from Leadership Berks and was active in Big Brothers and Big Sisters of Berks County, including serving on its 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 is active in various personal development coaching groups, including Anthony Robbins Elite Coaching program and the Strategic Coach. He is a past president of Hillside Aquatic Club and the Tri County Swim League.
Jeff resides in Pottstown with his wife, Diane, and their four children.
Steve has been in the financial services industry for over 20 years.
Steve graduated from Cornell University with a degree in Business Management. He has earned the prestigious professional designations of ChFC®(Chartered Financial Consultant) and CFP® (Certified Financial Planner).
Throughout Steve’s career, he has been able to focus on the clients goals first and the investment products second. Steve helps clients pursue their financial goals by offering top quality advice. Steve is the firm's Riskalyze Specialist. He is able to assess a client’s risk preference using a scoring system. The numbers generated enable Steve to help design a retirement portfolio for a client that contains exactly the right amount of risk for their situation. This is vital for a client to see that they may have more, or less risk in their current portfolios than they realize.
Steve resides in Chester County with his wife Gaye and son Cutter. Their oldest daughter, Jill is employed as a Labor and Delivery nurse in Washington State. In addition, their other son Jack attends West Chester University. Cutter has a love for hockey as a goalie and presently attends Philadelphia Hockey Academy. Steve's hobbies include fishing, bike riding, golf, and fundraising. Steve has helped raise money for Multiple Sclerosis by participating in the City to Shore Annual 100 mile bike ride. He has also has supported US Veterans by participating in the Faces of America two day bike ride, which is a 139 mile ride.
Corrina A. Clemens is the Director of Client Services and Office Manager of Informed Family Financial Services. Corrina is dedicated to providing high-quality service to all of the firm’s clients.
Corrina is a graduate of Montgomery County Community College with an Associate's Degree in Business Management. She has over 40 years of administrative experience. Her work experience includes positions with Corporate Interiors, ElderDent and Seaview Thermal Systems. She is a member of the Pennsylvania Association of Notaries.
Corrina resides in East Norriton with her husband, Bob.
Sheryl A Smith is the Director of Marketing and Assistant Office Manager of Informed Family Financial Services. Sheryl also serves as the Event Coordinator within the firm. She plans and puts together all financial workshops and client/prospect-based events. Her dedication to providing high-quality service to all of the firm’s clients ensures that their needs are met on a daily basis.
Sheryl has been employed with Informed Family since September of 2006. Sheryl resides in Montgomery County with her son, Jadon, and her daughter, Hanna, and is a graduate of Plymouth Whitemarsh Senior High School. Sheryl also serves as an advocate for her son Jadon, who was diagnosed with Down syndrome during her pregnancy. She is a member of her local Down syndrome support group and provides support to other parents who have children with additional needs via the support group, Parent to Parent of Pennsylvania.