About Jeff Pytlinski
Jeff has spent the past 25 year in the retirement industry. He first worked for a national recordkeeping investment firm, working his way from daily recordkeeping, to plan design and compliance, and business development. He started and built the client relationship management team and eventually ended up leading the retirement divisions service and client relationship management areas. After 17 years, he transitioned to agency management and recruiting, focusing his efforts on growing a national footprint of agencies and advisors. In 2019, he joined Tax Favored Benefits as President, and is focused on growing the firm and helping keep the promises we make to our clients.
Jeff graduated from Miami University (Ohio) with a BS in Finance and is a registered representative holding his Series 6 and 65 securities licenses with Ameritas Investment Company, LLC.
In his free time, Jeff enjoys spending time with his family, which includes his wife, Jamie, and their 3 daughters, Jessa, Jillian, and Juliet, and their Alaskan Malamute, Mac. He has enjoyed coaching his kid’s soccer teams, hiking with his family, and climbing mountains.
Education
Bachelor's of Science - Miami University (Ohio)
Certifications & Licenses
Series 6 and 65