Managing Partner, Financial Planner
Jeff is a native Iowan and by growing up in a small Iowa town he learned a thing or two about work ethic, family values and treating all people with respect. Jeff has unwavering integrity, honesty and transparency with all his clients. His background as a financial counselor and part of the SmartVestor program with the Dave Ramsey team has shaped his perspective on personal finances a great deal. Jeff endeavors to build long term relationships with his client and he always takes the time needed to clarify the investing and personal finance world. He believes a client who understands the investment plan they have been presented, should be able to explain it to their friends and family in simple and concise terms. If there is one thing Jeff feels strongly about, it is preparing investors, whether beginning or experienced, to make fully informed decisions about their financial future.
When not in the office or with clients, Jeff and his wife enjoy spending time with their son, traveling, camping, swimming and anything game related. Jeff is very active in the community and at his local church.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of 'Five Talents Financial Management Group' or 'LPL'.