Jeffrey Godshall, CFP®, CTFA

Jeffrey Godshall, CFP®, CTFA, is an Everence® Financial Planner and works with individuals and organizations with investment management, charitable giving and comprehensive financial planning. A trust and estate specialist, Jeffrey also serves as a corporate fiduciary for clients when Everence is named as trustee or executor.

Jeffrey joined Everence in 2007, drawn by the organization’s legacy of stewardship values and mutual aid. He earned a degree in accounting from Philadelphia University and graduated from Cannon Trust School.

“Being a financial planner is more than a career – it's a calling,” he said. “I’m deeply committed to guiding others toward financial clarity, confidence, and long-term security.”

Jeffrey and his wife, Donna, are active members of Franconia Mennonite Church, where Jeffrey is involved with the church’s mission work in Liberia and has traveled to the west African country eight times. He currently serves as Treasurer for Chosen 300 Ministries, a homeless ministry serving the greater Philadelphia region. 

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.