Experience: Started Career in 2014
Education: B.S. in Finance
Jeff meets with clients to make sure their retirement plan is successful so they can enjoy their non-working years. He feels fortunate that other Modern Wealth team members are more like family and cherishes the relationships he’s built with our clients.
Jeff and his wife, Kelsey, have three Shelties, Moose, Kali, and Rip. They’re both from Nebraska and moved to the Kansas City area in 2014. Jeff’s favorite hobbies include golfing, going to MLB and NFL games, and traveling to beaches and mountains
He’s passionate about supporting a variety of charitable causes, including cancer charities, Alzheimer’s charities, and animal shelters/rescues. Jeff loves to help people in any way he can.
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