Jeff is President of the Greater Kansas City Market for Prime Capital. His client work is with business owners and individuals primarily in the areas of Qualified Plans(401K/403B/Pension Plans), Personal Financial Planning, Private Wealth Management and Estate Planning.
Jeff is a registered representative with Private Client Services, Member FINRA/SIPC and an investment advisor representative with PCIA.
Prior to entering the financial services industry, Jeff excelled in the technology industry, developing, selling and marketing complex technology solutions to Fortune 500 corporations. Jeff has been a key person in closely held companies and understands issues facing small-business owners.
Jeff is a native of Marshalltown, Iowa and has a Bachelor of Science Degree in finance from Iowa State University and has furthered his education by obtaining his FINRA Series 7 and 66 securities registrations.
Jeff enjoys spending his spare time with his family and friends, hunting, fishing and playing golf. Jeff, his wife Stacy and children, Grant and Lindsay live in Leawood, Kansas.
Overland Park, KS 6201 College Boulevard
Overland Park, KS 66211
Overland Park, KS
6201 College Boulevard