Originally from the Midwest, Jeff graduated from the University of Wisconsin-Madison as a chemical engineer. He found stride in the oil & gas industry down in Houston, TX and while he loved the challenges, he realized his heart was set on something different.

What began as a hobby and interest for finance, turned into a full-on career shift to financial planning, beginning with passing the Certified Financial Planner (CFP) exam. His interest in taxation has led him to pursue an Enrolled Agent (EA) designation to provide clients with clear guidance and strategic insight when it comes to the complex tax landscape.

Outside of work, you’ll find Jeff training for his next marathon – most recently finishing the Boston Marathon. Jeff enjoys spending time with his fiancé and their cats, Lola and Bean.