With the insight gained from 27 years in education, Jeff helps individuals and families better understand their financial options and reduce financial stress through clear, responsive guidance. Before joining Equity Wealth Partners as a financial advisor, Jeff served as an elementary school principal for 17 years in the Independence School District and, prior to that, spent a decade in the classroom and educational leadership. His background reflects a lifelong dedication to teaching, mentoring, and helping others succeed.
Throughout his career in education, Jeff often guided colleagues through the complexities of the Missouri Public School Retirement System (PSRS), leading workshops and one-on-one discussions to help them plan effectively for retirement. That same commitment to clarity and education now benefits his clients as they navigate their own financial journeys.
Jeff and the Equity Wealth Partners team have access to the resources and financial expertise of Raymond James, one of the largest independent financial services firms not headquartered on Wall Street. Whether you have a question about retirement, investment strategies, or long-term planning, Jeff takes time to listen and respond thoughtfully. His goal is to help you make informed decisions with confidence and clarity.
Jeff holds degrees from the University of Missouri and the University of Kansas. He lives in Independence, Missouri, with his wife, Cara, and their two sons, Jacob and Daniel. As a family, they enjoy traveling, camping, and spending time outdoors—especially deer, turkey, and duck hunting. Jeff is also active in ministry at his church and regularly serves at youth camps.