Proactive Measures in Down Markets resized

Proactive Measures in Down Markets

Jeff Rotherham, Orion’s Director of Financial Planning, discusses concrete actions you can take now to protect yourself during this turbulent time in financial markets.

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Jeff Rotherham, CFP®, MSAFP

Jeff Rotherham, CFP®, MSAFP

Jefferson Rotherham is a Certified Financial Planner® and Orion's Director of Financial Planning. Over the course of his career, Jefferson has developed and monitored hundreds of financial plans for clients in a wide range of circumstances. Prior to embarking on his career in financial planning, Jefferson served in the U.S. Navy for 20 years.

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