PRACTICE MANAGER AND FINANCIAL SERVICES REPRESENTATIVE
Jeffrey Bertholf has been the Evergreen Advisory Team's Practice Manager since 2014. Jeff oversees the team’s effort to provide a high level of service and support for new and existing clients. In addition to working closely with Brooke and Art, Jeff is responsible for the team’s day-to-day business operations. A large portion of his day provides him with the opportunity to engage with clients. Jeff enjoys working with them to answer their questions and meet their needs. He also works closely with Barnum’s internal teams and partners to ensure a smooth and efficient business process.
Prior to joining the Evergreen Advisory Team at Barnum Financial Group, Jeff spent more than a decade working on several global trade events as a leading international sales manager focusing on business development and operations. His travels have taken him to places around the world including the Middle East, Russia, Africa, and China.
Jeff has lived in Connecticut since 1998. He is a graduate of Sacred Heart University, where he met his wife- Brooke. Currently, they live in Oxford with their two kids, Addison and Jack, as well as two dogs, Otis and Charlotte. Jeff enjoys spending time with his family, watching baseball, and relaxing at home.
Jeff is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.