Jeff has been in the financial services business since 1981. He is
a registered representative, Investment Advisor Representative (IAR) and holds Master Registered FInancial Consultant (MRFC) designation. He currently transacts business in IN, TX, FL, MI and OH.
Jeff began his career in Indiana, moved to Florida in 1997, then back to Indiana in 2005. In 2014 he moved his residence to the Richmond, TX area and has an office there. He also has an office in Houston. Jeff and his wife/executive assistant, Alexandra, previously lived in the Clearwater-Tampa area of Florida.
Jeff holds a Masters Degree from Ball State University and a BS from the University of Indianapolis. He is an Investment Advisor Representative (IAR) and holds the Master Registered Financial Consultant (MRFC) designation through the International Association of Registered FInancial Consultants.
Jeffrey holds the following licenses:
Jeff has many clients in Indiana, Florida and Texas and enjoys traveling to those areas as well as the Caribbean. Jeff is an avid reader and is interested in keeping his clients up to date with how world events affect their interests and holdings. He has also maintained an interest in sporting events and in keeping his own mind and body in good physical condition. Jeff and Alexandra are members of Lakewood Church in Houston, TX and are active as volunteers for Lakewood Church in their Nursing Home Ministry. Jeff and Alexandra have four children and nine grandchildren
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