“I love the relationship aspect of what I do. I am honored to be able to help clients walk through life’s transitions by listening to their concerns and financially educating them in a way that results in clear and thoughtful decisions.” Jeff is a co-founder of Flagship Financial Advisors and has been providing investment advice for more than 26 years. His primary focus is strategic investment planning for individuals, families, and businesses.
Jeff received his Accounting degree from Missouri State University in Springfield, but more importantly met his wife of 26 years, Wendy. They have four children; Madison, Josh, Nick, & Max.
Jeff and Wendy spend their free time traveling, visiting their kids (Usually traveling to visit their kids!) or finding the next half or full marathon to conquer. Jeff also enjoys spending some time at the ice rink with no illusions of being called up to the NHL anytime soon. Jeff is also a mentor for the tnAchieve program for high school seniors.
Jeff co-founded Flagship Financial Advisors to provide clients with objective wealth management and is committed to upholding his fiduciary responsibility to do what is in the best interest of his clients.