Jeff graduated from the University of Missouri – Kansas City with a B.B.A. in business and finance. He has been a financial advisor for over 20 years. Jeff attained his Certified Financial Planner™ certification in 2006 in order to further assist clients in reaching their financial goals.
Responsible for the overall management of the team, Jeff specializes in consulting clients, their families and their businesses, as well as advising on financial planning strategies and professional money management.
Jeff and his wife, Amy, have four children and two daughters-in-law: Tyler and wife Danielle, Ethan and wife Heather, Ellie, and Katie. He is a lifelong resident of Kansas City whose love for business and finance began in his father’s family business as a teenager. While away from the office, he enjoys his family, church activities, hunting and golf.
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.