Specializing in financial and estate planning, tax planning
Qualifications & Licensure:
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
General Securities Representative Licensed to sell securities and insurance products.
A native of Rutherford County and a graduate of MTSU, Jeff has worked in the financial industry since 1985. With a background as a CPA and a CFO, Jeff started this financial services company in 1999 and has focused on giving good financial advice as well as great client support.
In addition to work, Jeff is active in the Rutherford County community has served on several community boards including the Child Advocacy Center, Salvation Army, and DreamCatchers. Jeff is a graduate of Leadership Rutherford. He is an avid Braves baseball fan and enjoys reading and WWII history.
Jeff and his wife, Kristina, have one son, Reid, and live in Murfreesboro with their three dogs.