Empowering You to Make Educated Decisions.
“I like seeing clients make their financial plan more of a priority—when they discover there’s so much we can do today that will position them for a better tomorrow. When clients work with us, I hope they can say that Carson Wealth not only heard their goals and put together a plan to achieve them, but that they also relished the process.”
As a Wealth Advisor, Jeff offers a client connection that goes deeper than just managing money; he provides real-time advice for all of his clients’ financial needs, proactive wealth management and helps clients establish a roadmap for their financial journey.
Jeff attended Texas Tech University and started his career with Carson Wealth 12 years ago. Prior to becoming a Wealth Advisor Jeff worked in telecommunications and sales.
Jeff and his wife, Tiffini have three sons and stay very active by attending their school activities and sports games. In his free time, Jeff’s hobbies include golfing, hunting, and spending time with family and friends.
Best piece of financial advice received:
Start saving to your 401k as soon as you graduate college
What motifvates Jeff:
Health, wealth and family
Something on Jeff’s bucket list:
Play Augusta National
Becoming successful in the financial business