Jeff is a Financial Consultant with a concentrated background in both banking and the financial services industries. Jeff subscribes to an “Advice for Life” approach to life planning, connecting his clients’ financial plans with their most important goals and objectives. The stages of planning include: Discovery, Planning, Solutions, and Monitoring. Jeff is a graduate of The University of Oklahoma and holds a Bachelor of Business Administration degree. During his career, he has been active in many community and professional Boards including United Way, American Red Cross, Rotary International, and the American Institute of Banking to name a few.
Having lived in Norman for most of his life, Jeff is an avid OU Sooner fan and enjoys all sporting events. On weekends, he enjoys playing golf with friends and spending time with his family on their houseboat in the eastern part of Oklahoma. Jeff has played the drums since he was 9 years old and has been part of the same musical group of college friends for nearly 30 years. He and his wife Laura, along with their kids and spouses enjoy taking family vacations together.