Retirement Plan Consulting

 
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Jeff Mehne

AIF®, CHSA®

Vice President, Senior Plan Consultant

Jeff Mehne, AIF®, CHSA®, has spent over a decade focusing on the corporate retirement plan market space. He utilizes his background in investments and 401(k) to help ensure the delivery of comprehensive services to Mayflower retirement plan clients and their participants alike. Prior to his arrival at Mayflower Advisors, Jeff worked in a variety of retirement plan roles at Fidelity Investments, ADP Retirement Services and Natixis Global Asset Management.

Jeff has a Bachelor's with a concentration in Finance from Babson College.

He and his wife, Kim, reside in Franklin, MA with their four sons Cole, Ryan, Jack and Tyler and dog Koko. In his free time, Jeff enjoys coaching his kids’ teams, golfing, cooking and serving on the Board of the Franklin Youth Soccer Association.

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Designations & Registrations

  • Accredited Investment Fiduciary® (AIF®)
  • Certified Health Savings Advisor (CHSA®)
  • Series 7 Securities Registration
  • Series 65 Securities Registration