About Jeff

Jeff has been helping clients create and distribute wealth more efficiently since 2003. After graduating from Belmont University in Nashville, he first pursued his passion as a singer and songwriter and wrote songs professionally for several publishing companies and recording artists, but later transitioned into his other passion: helping people enhance their financial life.

Jeff was led to a career as an insurance and financial advisor because both his immediate and extended family members did well at earning money, but all did a very poor job managing their wealth and keeping it in the family. Businesses, farms, and retirement savings were lost not only to wealth-eroding factors like taxes, but also due to unanticipated events such as health care needs and other unintended consequences.

What motivates him to help others is knowing what most people don’t consider ever happening—and helping his clients be financially prepared for whatever life may bring.

Jeff offers a boutique planning firm with strategies that focus on the distribution of assets first. By beginning with the end in mind, he helps his clients determine how much they need to have saved and where they should put their money. He also provides clear, efficient evidence for each recommendation, always based on facts rather than opinion.

His professional accomplishments include a B.B.A. in Business Administration, Registered Financial Consultant, Financial Services Specialist, membership in the Life Underwriter Training Council, and has served as a board member for the National College Affordability Group.

After graduating from Belmont University in Nashville, he first pursued his passion as a singer and songwriter and wrote songs professionally for several publishing companies and recording artists, but later transitioned into his other passion: helping people enhance their financial life.

Planning your financial future can be a daunting task. That's where Jeff and his team of advisors and specialists comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

Please call today if you think your plan is out-of-date and if you feel you pay too much in taxes and/ or you are concerned about what retirement may look like for you. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.