Jeff Mehne AIF^®, CPFA^®, CHSA^®

Jeff Mehne, AIF^®, CPFA ®, CHSA^®, joined the Mayflower team in 2015 as a Vice President, Senior Plan Consultant. He utilizes his background in investments and Defined Contribution/Benefit Plans to help ensure the delivery of comprehensive services to Mayflower retirement plan clients and their participants alike.

Prior to his arrival at Mayflower, Jeff spent over 20 years in the investment management field, with the past 18 years specifically focused on the corporate retirement plan market space. During this time, he worked in a variety of retirement plan roles at Fidelity Investments, ADP Retirement Services and Natixis Global Asset Management. 

Jeff holds a bachelor’s degree 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 dogs Koko and Bauer. In his free time, Jeff enjoys coaching his kids’ teams, golfing, cooking and serving on the Board of the Franklin Youth Soccer Association.

Industry Accreditations & Affiliations

Accredited Investment Fiduciary (AIF^®)
Certified Health Savings Advisor (CHSA^®)
FINRA Series 7 & 65 Securities Registrations