FINANCIAL ADVISOR, CWM and RJFS
Jeff has 33 years of experience in the financial services industry. From a young age, Jeff was fascinated with the financial markets and began his career as a stockbroker in the early 1990s with Dean Witter (now Morgan Stanley). More recently he served as President of his firm (Spectrum Wealth Advisors) which was acquired in 2020 by what is today, Caliber Wealth Advisors. In his words “as we reflect back on these past several years, the merger with Caliber has clearly exceeded all expectations and provided a much-improved client experience for the clients of Spectrum”.
Today Jeff is still is enjoying his role as a financial advisor to his long term clients. He finds it very rewarding to work with clients through the myriad financial transitions life brings and derives a personal level of satisfaction in helping them confidently pursue their goals. Developing a strong bond with his clients through one-to-one interaction has enabled Jeff to have the kind of relationships where clients know he understands their goals and has their best interest at heart.
Jeff feels it is incredibly important that his clients are well informed, understand our processes, and are comfortable with their investment portfolios. One of his greatest strengths is making even complex investing concepts easy to understand.
Jeff earned a bachelor’s degree in marketing and finance from Oklahoma State University.As a professional, Jeff holds one of the most respected financial planning credentials and completed a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He also holds the professional designation of Chartered Retirement Planning Counselor awarded by the College for Financial Planning.
Jeff and his wife Christy have four children.