Managing Director, Partner
As a Managing Director with Creative Planning, Jeff and his team work directly with clients to develop cohesive strategies that will meet their most complex financial goals and needs. His comprehensive approach focuses first on a thorough understanding of each client’s specific situation so that he can develop truly customized plans in the areas of investment management, retirement income planning, tax, insurance, and estate planning, as well as business succession planning, and charitable giving strategies.
Prior to joining Creative Planning, he worked for a major national financial services firm as a Vice President within their Planning and Guidance organization. In this role he was responsible for teaching complex planning strategies to advisors, developing financial plans for high-net-worth clients, shaping advanced financial concepts training, and delivering hundreds of lectures on various topics, including investment management, tax planning, income planning, estate planning, and their quarterly market updates.
Jeff received his Bachelor of Arts degree from California State University, Northridge. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation and has been in the industry professionally since 2002.
Jeff is happily married to Claci Miller Juday, who he met on the subway many years ago while they were performing in musicals together in New York City. They enjoy spending time with their wonderful children – Neve and Burke.
*See all Creative Planning disclosures and sources.