Jeff is passionate about helping families and small business owners define, prioritize, plan, and invest for their financial goals. Jeff knows that each of his clients is very unique. Whether you envision a life sitting on a porch swing in the country, building a business you’re thrilled about, or buying a second home in Telluride, Jeff is passionate about coaching you through the process of achieving the life you want and helping you avoid some pitfalls along the way.
Recruited into the financial services sector in 2019 as a financial advisor at Edward Jones, Jeff won the Ted Jones Prospecting award as well as the Zeke McIntyre award in 2020 as a result of his hard work serving his clients through an unprecedented time during the COVID pandemic.
Prior to his career in the financial services industry, Jeff spent five years serving in music ministry and five years helping clients find products that aligned with their needs in a variety of sales positions. Jeff holds a Series 66 securities registration and is a licensed insurance agent.
Core Areas of Focus
- Financial Planning
- Investment Management
- Consulting Executive Only Retirement Plans
