Certified Financial Planner™ professional
Senior Vice President
Financial Advisor, LPL
3533 Country Club Drive
Jefferson City, MO 65109
"By being a part of your investment decisions today, I can help you reach your goals tomorrow."
Jeff focuses on Goal-Based Investing. This approach consists of determining your goals, when you would like to reach them, and your comfort level with risk. Financial decisions are related to life changing events such as retirement, a job change, college education, marriage, or the transfer of wealth due to an inheritance. Together you figure out what to do next and further along the way. Often times these are difficult decisions, especially when emotions are involved. Jeff helps you sort through your questions, concerns, and costs, working to obtain the optimal financial solution.
After graduating from the University of Missouri - Columbia, Missouri in 1995 with a Bachelor of Science in Business Administration (Finance & Banking), Jeff began his career in financial services with Central Bank. When he received securities registrations in 1998, he became a Central Investment Advisor. As a life-long learner, and to be able to provide the level of services you deserve, he later began the process of earning certification as a CERTIFIED FINANCIAL PLANNER™ professional. He completed the rigorous process in 2006, and continues meeting ongoing educational requirements necessary to maintain certification.
Jeff likes to tell people that retirement is a “work in progress”. The world, especially the financial world, is ever changing. It's his job to stay as informed as possible, and use that knowledge to help you through markets good and bad. For investors, there is always something to worry about.His experience working with people following the tragedy of 9/11 and the financial down-turns of 2008-2009, have shaped strong beliefs about the importance of diversification in a properly allocated investment portfolio.
Jeff and his wife, Meredith, feel fortunate to be raising a family in Central Missouri where they grew up, were educated, and have worked the majority of their adult lives. They married in 1996, and later were blessed with a son, Drew in 1998, a daughter, Audrey, in 2001, and our second son, Grant, in 2005.
Their weekdays are filled by the professions they love - Meredith works part time as a Certified Nuclear Medicine Technologist. Evenings and weekends focus around the children and the activities they love. As a family, they enjoy traveling, dinner out with family or friends, and the outdoors including: golf for Jeff, gardening flowers and herbs for Meredith, the water, grilling, or just a cool breeze and a good book.
Come meet our team of Leanne Kampeter, CPA®, CFP® and Debbie Schaefer, Registered Sales Assistant. We look forward to meeting, getting to know you and helping you take charge of your financial tomorrow.