Jeff is a native of West Texas, whose family ties to the South Plains goes back 3 generations. Raised in the Hill Country community of Kerrville, Jeff attended Angelo State and Texas Tech University. He spent 12 years during his early professional career as a GM, growing and developing a small but successful restaurant concept in various metro and rural markets across Texas.
Jeff's career in investment management began in 2008 at the cusp of the financial downturn. During one of the most tumultuous economic periods in recent history, Jeff struggled but was successful in growing his business by building trusted client relationships, understanding their needs, and developing personalized solutions. He joined Wells Fargo in 2012 and continued to realize success with clients by dedicating and working through all stages of wealth planning to help make sure they reached their financial goals.
Jeff joins Merrill Lynch Wealth Management, bringing with him 12 years of industry experience, and his continued dedication to serving his relationships with professionalism and personal service.
Away from the office, Jeff is a devoted family man and father of two; his son TJ and daughter Kate. He married his wife Lara in 1999. She is an Elementary School Assistant Principal for Frenship ISD. Jeff is actively involved in church events and serving various children's ministries. He also enjoys volunteering coaching youth sports teams and local school events. He also enjoys golfing, hunting, and spending time at the lake with his family.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.