Why this work?
I grew up playing baseball, and it taught me nothing gets decided in one game. You show up, you do the same small things well, and it adds up over a long season. Financial planning works the same way, and so does the relationship. Almost 30 years into this profession and what I still like best is the steady part. Checking in between meetings, not because anything’s due, but because life doesn’t wait for review season. Being the person a family reaches out to when something changes, and knowing they do because they know we’re here for them.
What’s the first question you ask in a first meeting?
“What’s most important to you right now?”
We’ll get to the accounts and the investments… that part isn’t going anywhere. But I can’t give anyone useful advice until I understand what they’re actually trying to protect, build, or make room for.
What do you wish more people understood about money?
Growth matters, but it isn’t the point. The point is the freedom to say yes to the things that matter, the confidence that the people you love are taken care of, and one less thing keeping you up at night.
What kind of client do you do your best work with?
People who want a relationship, not a transaction. They don’t need to have it figured out (almost nobody does, including the ones who look like they do). They just have to be willing to say where they actually are, ask questions, and think out loud with us. That’s the only requirement.
Where would I find you on a Saturday?
Enjoying a morning workout, then hanging out with my wife, then perhaps hosting a dinner at home.
Jeff’s background, education, and credentials:
University of Tennessee Baseball | SEC Champions ’93
Semi Professional Baseball ’93 -’96
University of Tennessee | Bachelor’s in Logistics
CERTIFIED FINANCIAL PLANNER® Professional
Words to live by\\u200b
“Nothing in this world can take the place of persistence.”
-Calvin Coolidge
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
