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Biography

Jeff is a Partner in the Denver office. As an advisor, he specializes in investment management, insurance, tax, and financial planning.

Prior to joining Cerity Partners, he was a Partner with Karsten Advisors and an investment consultant at TD Ameritrade where he worked with high-net-worth individuals.

Learn more about my practice.

Education

  • Bachelor’s degree in Finance, Texas Christian University’s Neeley School of Business

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Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

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Video: January 2026 Economic and Market Outlook

January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we…

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