Jeffrey serves business owners, physicians, and retirees, advising them on tax and financial matters. He has addressed local chapters of the National Association of Manufacturers, the American Society of Mechanical Engineers, and physicians at The Toledo Hospital and St Vincent Mercy Medical Center. In addition, he has moderated LUTC and American College classes for Toledo life underwriters.
Prior to joining MassMutual in 1984, taught at the University of Toledo, worked as a public accountant with local and national firms, and a local manufacturer. Jeffrey is a certified public accountant, a Chartered Life Underwriter, a Chartered Financial Consultant, and a Life Underwriting Training Council Fellow. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
A native of Cincinnati, he graduated from Cincinnati Moeller, attended Wake Forest University and North Carolina State University, and graduated from the University of Toledo. He has resided in Northwest Ohio since 1978, and currently makes his home in Bedford Township, Michigan, and is a member of Our Lady of Mt Carmel Parish, in Temperance, MI. Jeffrey hopes one day to be the person his dog thinks he is.
Jeffrey G. Mohlman is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 1760 Manley Road, Maumee, OH 43537. 419.893.9759.