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 24 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 two grandchildren:
Tyler, wife Danielle, and daughter Jordan; Ethan, wife Heather, and son Carter; daughters Ellie and Katie, and his hunting dog – Hank. Lifelong residents of Kansas City, they’re both very active with their kids, grandkids, community organizations, and church family.
While away from the office, you may see Jeff on a golf course, football field, or at a choir concert. A former college golfer himself, he closely follows his daughter Ellie’s collegiate golf career at Drury University. Katie, his youngest, is very active in musicals and choir at Staley High School. Regarding football, Jeff has been a high school and college official for many years. Currently, working on the field Friday nights and in a replay booth on weekends.
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.