Jeff is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional® specializing in individual tax and retirement planning. He is also an Investment Advisor Representative under Brookstone Capital Management, an SEC Registered Investment Advisor, and has a life and health insurance license with the state of Oklahoma.
Jeff works with numerous individuals and their families to create and protect their financial legacies. He specializes in working with retirees in the areas of tax planning, benefits, retirement planning, and safe money techniques. Jeff received his BBA in Accounting from the University of Oklahoma in 1988.
Jeff is also a nationally known speaker, who has been featured in the Wall Street Journal, Marketwatch, Newsday, Investor Ideas, and multiple other national publications.