Jeff is a disciplined veteran in the financial services industry with a focus on capital preservation, financial planning, and succession planning.
A graduate of the University of Missouri – Kansas City with a B.B.A. in business and finance. Out of college he started his career in the family business giving him insight into the challenges of small business ownership. He then transitioned to the financial industry 28 years ago. In 2006, he attained his Certified Financial Planner certification to further assist clients in reaching their financial goals. He also holds the Series 7,63, 24 licenses and his responsible for the management of the office.
Jeff and his wife Amy have four children, two daughters-in-law, and four grandchildren: Tyler, wife Danielle, and daughters Jordan and Madison; Ethan, wife Heather, son Carter and daughter Hazel; daughters Ellie and Katie, and his hunting dogs – Josie and Honey. Lifelong residents of Kansas City, they’re both very active with their kids, grandkids, community organizations, and church family.
While away from the office, Jeff enjoys traveling with Amy, playing golf with friends, and upland hunting with his dogs. Jeff was a football official for many years. Working high school, college and in the replay booth.
During his many years in business and officiating, Jeff has learned how discipline, decision making skills, and continued training can have a tremendous effect on the day-to-day operation of his financial practice. He’s extremely dedicated to improving his client’s financial outcomes while assisting them with their investment management and financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.