Jeff brings over 35 years of experience in the financial services industry.  His passion for the financial markets began at a young age, leading him to start his career as a stockbroker in the early 1990s with Dean Witter (Morgan Stanley).

After gaining valuable experience at firms like UBS and Ameriprise, Jeff transitioned his practice to Raymond James and later acquired Spectrum Wealth Advisors.  In 2020, Spectrum was acquired by what is now Caliber Wealth Management.  Reflecting on the merger, Jeff notes, “Looking back, the merger with Caliber has exceeded all expectations, significantly enhancing the client experience for Spectrum’s clients.”

Today, Jeff continues to enjoy his role as a financial advisor, serving many of the long-standing clients he’s built trusted relationships with over the decades.  He finds deep satisfaction in helping individuals and families navigate life’s financial transitions and pursue their long-term goals with confidence.  His one-on-one approach fosters strong bonds, ensuring clients feel understood and know their best interests are always his top priority.

Jeff places a strong emphasis on education and transparency.  He believes that clients should be well-informed, clearly understand the investment process, and feel confident in their portfolios.  One of his key strengths lies in his ability to simplify even the most complex financial concepts, making them accessible and easy to grasp.

He holds a bachelor’s degree in Marketing and Finance from Oklahoma State University and is a Certified Financial Planner™ (CFP®) professional — one of the most respected designations in the field.  He has completed a rigorous, comprehensive curriculum covering financial planning, tax strategies, retirement and estate planning, investment management, and more.  Jeff also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation, awarded by the College for Financial Planning.