Jeff joined Legacy at the start of 2022, bringing over 16 years of investment industry experience and a talent for making complex financial concepts feel simple and approachable. Soon after, he earned his CERTIFIED FINANCIAL PLANNER® designation to deepen his ability to help individuals, families, and businesses navigate their financial futures. As a member of the National Association of Personal Financial Advisors (NAPFA), he is committed to providing client-first, fiduciary financial planning—no sales pitches, just smart strategies tailored to each client’s goals.

Raised in rural Western Kansas, Jeff still enjoys unplugging in the great outdoors whenever he gets the chance. These days, though, life in North Overland Park is anything but slow-paced. He and his wife, Jill, are constantly on the move, keeping up with their four kids—a full-time job in and of itself.

When he’s not crafting financial strategies, you can find Jeff on the golf course chasing the perfect round, dabbling in hunting (with mixed success), or diving into volunteer work. He has mentored as a “Big” for Big Brothers Big Sisters and served on the boards of the Financial Planning Association of Greater Kansas City and his neighborhood homeowners association—because apparently, he can’t resist a good challenge.

At the end of the day, Jeff believes financial planning should be less about spreadsheets and more about real-life impact. Whether he’s helping clients plan for retirement, save for their kids’ futures, or simply feel more in control of their finances, his goal is the same—to make the complicated feel simple and the future feel a little more secure.