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.

Four Horsemen of Retirement

Will the Four Horsemen Trample Your Retirement?

After decades of working and saving diligently, you are probably looking forward to a steady stream of income to fund an enjoyable and productive retirement. What many retirees do not realize, however, is that there are four key factors that could turn their dream retirement into an underfunded nightmare if they are not properly anticipated …

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Financial Markets Update [Video]

Jeff Rotherham CFP®, Orion’s Director of Financial Planning, offers a 2 minute  financial market update. Investor sentiment has gone from near-apocalyptic to cautiously optimistic in just two weeks, despite the fact that we are just entering a deep recession and that a staggering and unprecedented number of Americans have lost their jobs in the last three …

Financial Markets Update [Video] Read More »

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