Series 7, 63, and 65 licenses
Jeff has been working in the financial services world for over 20 years. His financial services career began in the banking industry with Arvest Bank, but he quickly moved over to the asset management side. Jeff made a change to Morgan Keegan for a year, and then joined Clement Financial in January 2005 to focus more on comprehensive financial planning and was there for close to 10 years prior to opening Summit Wealth Management in August 2014.
Jeff has a B.S. in Organizational Management from John Brown University. He also earned a Chartered Retirement Planning CounselorSM or CRPC® designation from the College for Financial Planning®, which helps define a “road map to retirement.” It focuses on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Jeff is married to Kara and they have 2 boys named Hudson & Bennett. Jeff loves spending time with family and making fun memories.