Jeff works alongside clients to help identify and achieve their financial goals. He conducts investment research and serves on Detalus’ Investment Committee. In addition to his advisory-based roles, Jeff executes trades, maintains option orders, monitors the overall client allocation process, and writes investment commentary on behalf of the firm. Prior to joining Detalus in 2013, Jeff worked at Edward Jones where he most recently served as an Equities Investment Specialist, primarily involved in conducting research and providing solutions to Financial Advisors. Jeff earned a Bachelor of Science degree in Business Administration from the University of Missouri – Columbia. He holds Series 7 and 66 licenses from FINRA and is currently a Level II candidate in the CFA program.
Jeff is an active member of Marian Middle School’s Young Friends Committee and Finance Committee. He also enjoys spending time with family and friends and playing golf. Jeff and his wife Amy live in Brentwood, Missouri.
When asked his favorite thing about worked at Detalus, Jeff responded that he enjoys “helping clients meet their financial goals and seeing the difference we are making in their lives.”