As Vice President and Manager of estate planning strategy and affluent client services, Jeff consults with financial advisors and their clients to explore estate planning and affluent client strategies designed to help clients’ achieve lifetime and legacy goals for themselves and their beneficiaries. Jeff is also responsible for the firm’s Home Office Visit program where affluent clients come to the firm’s St. Louis headquarters to meet with the company’s subject matter experts for a comprehensive financial review. Jeff’s responsibilities also include generating training and marketing materials on subjects of interest for the firm and its clients.
Jeff joined Benjamin F. Edwards & Co. in 2013. Previously, Jeff spent ten years with Edward Jones where he initially served as counsel in their Trust Company before assuming a similar estate planning and affluent client strategist role. Before joining Edward Jones Jeff was in private practice at a law firm in St. Louis County.
Jeff is a member of the Missouri Bar, the Estate Planning Council of St. Louis, the Real Property, Probate and Trust Section of the American Bar Association. He also holds his Series 7, 24 and 66 licenses. Jeff earned his B.A. from Westminster College, and his J.D. from Indiana University-Indianapolis.