Jeff has been serving clients since 1997. His practice focuses primarily on planning and wealth management for clients at or near retirement. In the planning process, time and attention are paid to the risk of premature death, disability, and the potential need for long-term care. Jeff also helps those not near retirement develop strategies for financial independence.
Jeff is active in a number of community and professional organizations. He supports the YWCA KIDS Korner and Children in Haiti through Bethany Ministry, as well as various leadership positions with St. Stephen’s Episcopal Church, and as the treasurer for The Episcopal Diocese of Alabama. Jeff is a regular guest leader with the Higher Academics Summer School and their financial literacy classes.
Alongside his wife, Brandi, Jeff lives in the Bluff Park Community of Hoover and has two children, Jack and Anna. Jeff enjoys being outdoors and relaxing with family and friends.