Jeff works with young professionals and families building wealth, helping clients navigate comprehensive financial planning, investment management, and retirement planning.

He takes an education-focused and solutions-focused approach to planning, with work that is designed to help clients navigate financial decisions with greater clarity and confidence.

Jeff earned a Bachelor of Finance from Texas A&M University–Corpus Christi, RELLIS. His background in finance and analytical problem-solving supports a thoughtful and goal-oriented approach to helping clients pursue long-term financial objectives.

Outside of work, Jeff enjoys cooking, staying active in market research, video games, hands-on projects, and spending time with friends and his dog.

Serving clients throughout Houston, Cypress, and nearby communities, including Sugar Land, Katy, The Woodlands, and Pearland.