Jeff has been a Financial Advisor with Raymond James for over 30 years. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1990, and he continuously strives to expand his knowledge base, in order to provide the most up-to-date information to better serve his clients. Jeff and his wife, Jeanice, have worked together for the last twenty-one years, only to welcome their son to the family practice five years ago.
Jeff has a passion for holistic financial planning. He helps clients to navigate complex financial situations, by providing purposeful roadmaps which help them to meet their financial goals. He focuses on retirement and estate-planning needs of individuals, families, and small businesses.
Jeff has had several of his professional articles featured in popular publications, such as FA Magazine and On Wall Street Magazine, and has been a featured guest on Fox Channel 13 News.
Jeff is a graduate of the University of Kansas (Go Jayhawks!). Jeff started his career in the newspaper business, working for the Independence Examiner in Independence, Missouri. He was a photographer for the UPI and AP.
Jeff has volunteered for several charities and events throughout the time of his career, including Goodwill Industries and Ronald McDonald House He is a perennial member of the Finance Committee for the Ronald McDonald House of Tampa Bay, has served two terms as president for the Ronald McDonald House of Tampa Bay, and has also been involved with finance committee at his church, consistently for seventeen years.
When Jeff is not helping his clients reach financial independence, he enjoys photographing beautiful landscapes and nature scenes.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.