As a member of the Prime Capital Investment Advisors (PCIA) team, Jeff’s focus is to help high-net-worth professionals and small business owners in the areas of retirement planning, asset accumulation, tax reduction and estate planning. He also works with business owners in the areas of qualified plan development and implementation as well as business succession planning.
Jeff is a registered representative with Private Client Services, Member FINRA/SIPC and an investment advisor representative with PCIA. Jeff is a member of PCIA’s Investment Advisory Committee. In this capacity, he assists other team members in reviewing market conditions, individual client portfolios, asset allocation models and overall economic factors affecting investment returns.
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.
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.