Jeff Witt
Retired
Jeff began his financial planning career in 1984 and was the original founder of Ideal Financial, turning it over to Tristan Bolton in April 2022 and retiring at the end of 2023.
Jeff built the practice from the ground up as he helped our clients pursue their financial goals. He built the firm’s foundation of providing excellent customer service, customized investment strategies and meaningful relationships.
Tristan is grateful for Jeff’s many years of mentoring and friendship.
Jeff Witt is not affiliated with LPL Financial or Mariner Independent Advisor Network.