Jeff is passionate about helping clients manage and preserve wealth, helping to unlock the ability for them to pursue their financial and life goals. With 16 years of industry experience, he’s developed a time-tested process for supporting clients up to and through retirement, helping them consider ways to generate income and make the most of what they have. Approachable and compassionate, Jeff believes in taking the time to get to know clients well, personalizing his recommendations to their needs.
He joined Wilson Bank & Trust Investment Services, aligned with Raymond James Financial Services, in 2017. Prior to that, Jeff served as a financial advisor for SunTrust Investment Services for 13 years. He is a graduate of Murray State University in Kentucky and holds Series 7, 26, 63 and 66 licenses, as well as life and health insurance licenses.
Originally from Paducah, Kentucky, Jeff lives in Nashville with his wife, Susan. They have three children, Emma, Tate and Poppy. His wife is originally from New Zealand, and his family enjoys visiting the land of Middle Earth. In his free time, Jeff enjoys playing basketball and football with his son, and golfing on rare occasions.