senior relationship partner
Jeff thrives on helping investors see the value of working one on one with a financial professional. The real payoff for him is seeing clients’ accounts grow and provide income during retirement. Professionally, Jeff is most proud of the relationships he has built with clients over a career that started in the early 90’s.
- Jeff joined CORDA in 2013 with over two decades experience navigating the securities markets,. He graduated from The University of North Texas with degree in Business Administration. He lives in Flower Mound with his wife Sara and son Luke.