Simplified Financial Advice.

Meet Jeff


Jeff is in charge of business development for the Bedford office. After graduating from Rhodes College with a Bachelor of Arts in International Business and earning his MBA from Dallas Baptist University, Jeff worked for five years with Brian and Shawndi at another independent financial advisory firm prior to joining the team. Jeff is the Committee Chair of Boy Scout Troop 326, is an active member of Fort Worth Presbyterian Church, and has completed three full marathons. He and his wife Jennifer live in Fort Worth and have three children.