Why this work?
I get to help clients solve financial challenges that have a real impact on their lives. It’s rewarding to help people make meaningful progress toward the goals that matter most to them.
What’s the first question you ask in a first meeting?
What matters most to you, and what are you hoping your money will help you accomplish?
What do you wish more people understood about money?
Compounding can work powerfully in either direction. Given enough time, consistent investing can build meaningful wealth… Just like unchecked debt can grow quickly. Small financial decisions made today can have an enormous impact over time.
What kind of client do you do your best work with?
People who are curious, engaged, and open to advice. They don’t need to know everything about money… just willing to learn, ask questions, and work collaboratively.
Where would I find you on a Saturday?
Spending time with my wife or, if the weather cooperates, out on the golf course.
Jeff’s background, education, credentials:
Commissioned Officer United States Air Force (’93-’97)
University of Tennessee | Bachelor’s in Finance
Louisiana Tech University | Master’s in Finance
CERTIFIED FINANCIAL PLANNER® Professional
Words to live by\\u200b
“We take captive every thought to make it obedient to Christ.”
2 Corinthians 10:5
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.
