Jeffrey S. Roberts

Senior Associate/Retirement Plan Services

“It’s not whether you get knocked down; it’s whether you get up.” – Vince Lombardi

As an avid athlete for more than 16 years of his life, Jeff was able to garner invaluable skills such as perseverance and trust. With this in mind, Jeff knows how important it is to stay the course and trust the process, whether on the field or in the financial markets. Athletics is also where Jeff learned that a team will always be greater than the sum of its parts.

After several years working in the retirement plan marketplace, Jeff felt LAMCO’s team approach and depth of knowledge would be a natural fit for him. As a young financial professional, Jeff brings with him fresh ideas and insight into how the next generation of savers will view retirement savings plans. He remains dedicated to helping employers offer cost effective and efficient plans for their employees.

Jeff is responsible for managing LAMCO’s relationships with plan recordkeeping platforms, managing a portion of LAMCO’s retirement plan clients, and assisting with business development efforts. Alongside LAMCO’s supportive and knowledgeable team, Jeff strives to ensure that our clients are serviced in an informative and timely manner.

When not in the office, you will find Jeff at the beach or playing golf with some friends.

Jeff joined the firm in May of 2017 and graduated with his Bachelor of Science Degree in Finance from the University of Central Florida.