Broker Check
Jeff Pytlinski

Jeff Pytlinski

President

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 Series 65 licensed. In addition, he is an investment advisor representative with TFB Advisors, 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.

Fiduciary Protection
We provide fiduciary protection, which means we work in the best interest of our clients.

Education
Bachelor's of Science - Miami University (Ohio)

Certifications & Licenses
Series 65
IAR with TFB Advisors, LLC