Designations and Licenses

Jeff is a CERTIFIED FINANCIAL PLANNER^TM professional.

Experience and Education

Jeff provides customized wealth management solutions based on the needs and objectives of each client. He meets with clients to help develop their asset allocations and financial plans. He also conducts insurance reviews and helps manage clients’ day-to-day needs.

Prior to joining Mariner, Jeff was a paraplanner at Visionary Wealth Advisors, where he prepared financial plans and performance reviews and assisted clients with their accounts. Before that, he was a registered representative with COUNTRY Financial.

Jeff has a bachelor’s in finance from Mississippi State University and an MBA from Lindenwood University.

Personal Interests

Away from the office, Jeff is actively involved with his parish, St. Joseph Catholic Church in Cottleville, where he is a member of the Men’s Club. He also serves as treasurer for the Cub Scouts and is the golf coordinator for the Athletic Association. He enjoys playing golf and fly fishing.