Jeff is a Partner in the Texas and Colorado offices. He has more than 20 years of experience managing client relationships and providing comprehensive investment and tax planning to families, executives and business owners.
Prior to joining Cerity Partners, Jeff was the Managing Partner of Karsten Advisors overseeing the integration of mergers and acquisitions, and the operations of five offices located in Texas and Colorado. Earlier in his career, Jeff was with H.D. Vest Financial Services where he helped their elite group of CPAs, Enrolled Agents (EA) and attorneys integrate tax and financial services into their practices. During his time at H.D. Vest, he also presented at numerous national and regional conferences on the subjects of practice management, investments, insurance and taxation. He also developed and implemented an integrated training programs for the CPAs, EAs and attorneys who joined the firm.
Jeff earned his Bachelor of Science degree in Finance from Texas State University. He holds the Certified Financial Planner (CFP®) and EA designations along with numerous insurance and security licenses.
Throughout his career, Jeff has been an active leader in local nonprofit organizations and is currently an engaged board member of the Dallas-Fort Worth local food bank (Tarrant Area Food Bank) and Center for Transferring Lives (formerly YWCA).
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