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Mountains in Clouds

why you should only choose an independent cfp® pro...

Unfortunately, just about anyone can call themselves a "Financial Advisor" or "Financial Planner". Most people think that all financial advisors are certified and they must give you advice that's in your best interest. This is not true. That's why you must be careful whose advice you choose to trust.

Jeff is an independent CERTIFIED FINANCIAL PLANNER practitioner. CFP® professionals must meet the highest requirements in the industry in terms of ethics, education, experience and exam. "Independent" means that he has no financial relationship or affiliation with any big box investment firm or brokerage.

Why is this important to you?

As a CFP® professional, Jeff is held to strict ethical standards to ensure financial planning recommendations and investment advice are in your best interest. What's more, Jeff is only compensated by you and not from third-parties or sales commissions like most advisors who are affiliated with national brand firms.

Jeff's typical clients are individuals, families, and small business owners who desire full-service financial planning with more personal attention than can be achieved at large-volume firms or automated wealth management services. 

A native of Texas, Jeff earned his Bachelor's Degree in Communications and Business from Texas State University in 2001. He is also a licensed pilot and flight instructor. Jeff enjoys golf, fishing, and major league baseball, but his favorite pastime is riding his Harley-Davidson Road King with his wife, Cheryl, whom he calls his "greatest victory". Jeff and Cheryl have two beautiful girls, Ana Renee (7) and Aria (5). 

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