Jeffrey brings a lifetime of discipline, precision, and hands-on investing experience to his work as a financial advisor. Based in Fort Lauderdale, FL, where he's lived for the past eight years, Jeffrey has always had a passion for investing - and real, personal success to show for it. Now, he's channeling that same passion into helping others build the same kind of financial confidence and success in their own lives.
A Financial Advisor Grounded in Discipline and Precision
Before becoming a financial advisor, Jeffrey spent years as a professional pilot, a career that instilled in him the same qualities that define great financial planning: discipline, careful preparation, and a steady hand under pressure. That background continues to shape how he approaches every client relationship today - methodical, prepared, and calm no matter what the markets are doing.
Originally from Omaha, Jeffrey met his wife - an air traffic controller - in Dallas. Together they're raising their six-year-old son, who starts first grade next year. Outside the office, Jeffrey enjoys golfing, fishing, and flying for fun. His wife's love of horses means the family spends plenty of time around them, alongside their German Shorthaired Pointer, Buck. The family also loves the occasional roller coaster and catching a country music concert whenever they can.
A little more about Jeffrey
- Holds a FINRA Series 65 license, allowing him to serve clients through fee-based investing in Florida - with the ability to register in additional states as new client relationships call for it
- Former professional pilot with a lifelong passion for investing
- Lives in Fort Lauderdale, FL; grew up in Omaha, NE
- A husband and father, Jeffrey enjoys golf, fishing, flying, and spending time with his wife, son, and their German Shorthaired Pointer, Buck