Jeff serves as a Partner and Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Jeff practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning.
Jeff’s approach focuses on a thorough understanding of his client’s circumstances in order to provide them with a truly customized plan to help achieve their goals. With over 8 years of experience in the financial planning and investment industry, Jeff offers his clients a truly comprehensive planning experience.
Jeff earned a Bachelor of Science degree in Economics as well as a Master of Business Administration degree from Rockhurst University. He earned a Juris Doctorate from the University of Kansas and is a member of the Missouri Bar. Jeff is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jeff and his wife Jill have two children – Benjamin and Lily. In his spare time, Jeff enjoys golfing, traveling, and spending time with his family.
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