View Jeff’s full bio and background
- Has been navigating wealth for highly affluent families since 1989.
- Extensive experience and long-term relationships with some of the wealthiest owners of large privately held multi-generational businesses across the United States.
- Created and trademarked The Results Accelerator System™ to solve the challenges facing families who have completed plenty of planning with many advisors and have highly complex situations.
- Author, Bigger Than Business (High Bridge Books, 2018) Learn more
- Earned his Bachelor of Science Degree in Business from Florida State University.
- Certified Financial Planner™ since 1987.
- Member of the national Financial Planning Association and the local Dallas/Fort Worth chapter.
- Member of the Fort Worth Estate and Business Planning Council.
- Regular attendee of the Heckerling Institute of Estate Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.
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