With over a decade of experience in financial services, Jeff serves IWG as a trusted advisor and consultant, helping streamline compliance, strengthen operations, and position the firm for continued growth.
Jeff works behind the scenes so we can stay focused where it matters most: deepening relationships with our clients and delivering a higher level of service. His experience across multiple financial planning and advisory roles gives him a practical understanding of the challenges independent RIAs face, along with the ability to solve them efficiently and thoughtfully.
Alongside Ryan and Allen, Jeff is a Certified Financial Planner™ (CFP®), bringing the same level of technical expertise and professionalism that defines our client experience.
Outside of work, Jeff enjoys supporting the Texas Longhorns, spending time outdoors hiking and camping, and staying active through pickleball and basketball.