Financial Advisor
When Jeff joined Legacy at the start of 2022, he brought over 16 years of investment industry experience. After joining Legacy, he quickly obtained the CERTIFIED FINANCIAL PLANNER™ certification to be able to provide high-level financial planning capabilities to individuals, families, and businesses. Jeff is also a member of the National Association of Personal Financial Planners. He enjoys helping his clients understand complex investment and financial planning concepts in a way that makes sense to them.
Jeff and his wife, Jill, live in North Overland Park and have four children. He grew up in rural Western Kansas and still enjoys spending time in the country. Jeff is an avid golfer, a novice hunter, and a full-time husband and father. His volunteer activities have included mentoring as a “Big” for Big Brothers Big Sisters and serving on the board of both the Financial Planning Association of Greater Kansas City and his neighborhood homeowners association.