After graduating from the University of Kansas, Jeff spent time in the retail and service industry, including having been an investor/owner and COO of a Restaurant and Comedy Club in Illinois. Knowing the time and operational challenges they face, Jeff leverages that business owner experience into value for his small business clients. Beyond his focus on building custom investment plans for both Individuals and Small Business clients, Jeff devotes time each week toward giving back in his communities. Having been a Boy Scout Leader, doing community fundraising, and serving on several Boards including his current role as Chairman Elect for the Greater Keller Chamber of Commerce Board of Directors.
Jeff publishes a weekly commentary for clients, contributes monthly to a local paper, and has appeared on several local morning news shows. He has been married to his wife Laura, another Jayhawk, for 25 years, and they have two awesome sons. When not working they enjoy sailing their boat, and Jeff coaching youth with the Grapevine Junior Race Team on the Texas Sailing Association Youth Circuit.
Jeff has his MBA and currently holds his series 7,63,66.