Jeff has been helping clients create and distribute wealth more effectively since 2003. After graduating from Belmont University, he met his wife, Kelly, whom he has been happily married to for over 25 years. His family is active in their church and enjoy biking, fishing, and playing golf.
Jeff was lead to a career as an insurance and financial advisor to help his clients avoid the mistakes his family experienced with their business. He offers you a boutique planning firm that specializes in BRI, Biblically Responsible Investing, retirement income strategies, college savings planning, tax reduction strategies, retirement income planning, as well as executive and business owner benefits for small business owners.
Jeff conducts educational workshops; provides monthly blogs on economic and financial matters, and speaks at numerous organizational meetings on matters concerning retirement savings and matching your investments with your values.
Jeff’s Professional Accomplishments Include: B.B.A., Business Administration, Belmont University, Member, Tennessee Christian Chamber of Commerce, Life Underwriter Training Council Fellow, Financial Services Specialist, Registered Financial Consultant, Certified in Long Term Care insurance, and former National LUTC trainer for The American College on subjects such as Business and Estate Planning.
