As a financial advisor and an active member of his church and local community, Jeff is dedicated to helping individuals and businesses build their financial futures. His practice is focused on estate planning strategies and investment solutions to help to improve his client's wealth for their lifetime and to work toward protecting it for generations to come. Jeff has been designated as an Accredited Asset Management Specialist (AAMS) by the College for Financial Planning.
Jeff and Terri, his wife of over 25 years, have three children and a granddaughter. As an active community member, he has been involved with the Atlanta Lions Club (Past President), Atlanta Area Chamber of Commerce, Atlanta Tourism Committee, Atlanta Girls Softball Association (Past President), and the Atlanta Education Foundation Board of Directors. Maintaining a powerful sense of family and community are very important to both Jeff and Terri. In his spare time, Jeff likes to play golf, coach his kids' sports teams, spend time at the lake, and travel with his family.
Location:
1004 N Louise Street
Atlanta, TX 75551