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Biography

Jeff is a Partner in the Texas and Colorado offices. He has more than twenty 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 integrated training programs for the CPAs, EAs, and attorneys who joined the firm.

 

Learn more about my practice.

Education

  • B.S. in Finance from Texas State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Enrolled Agent (EA)
  • Board Member of the Dallas-Fort Worth local food bank (Tarrant Area Food Bank)
  • Member of the Center for Transferring Lives (formerly YWCA)

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.