Jeff joined InvesTrust Consulting in 2017 and serves as a consultant for the firm’s non-affiliated clients.
Jeff began his wealth management career in 1993. Prior to joining InvesTrust, Jeff worked an Oklahoma City trust company as Director of Investments. His previous experience includes Operations, Trading, Analyst, and Portfolio Manager at several Independent RIAs in Florida and Georgia.
Jeff earned his Bachelor of Science at Florida State University. He is a CFA Charterholder and active in the CFA Society of Oklahoma.
He has served on the board of Best Friends of Pets, and previously was a Big Brother for Big Brothers Big Sisters in Atlanta, GA.