Designations and Licenses

Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant and an Accredited Investment Fiduciary® designee.

Experience and Education

Jeff provides strategic financial advice and financial planning solutions for executives of public and private companies, retirees, business owners and families to help them reach their goals. 

Prior to joining Mariner, he served as director of financial planning services at the Williams Companies where he provided in-house financial planning services to senior executives. He also served as the director of executive compensation at Williams. Jeff has also worked in the personal financial planning practice of Ernst & Young. His responsibilities included financial and tax planning for senior executives of Fortune 500 companies, entrepreneurs and high-net–worth families. 

Jeff has a bachelor’s degree from the University of Oklahoma.

Personal Interests

Jeff loves to ride bicycles and to travel.