Over Jeff’s decades as a CPA, he has mastered the art of tax planning for families and the businesses they own.
Jeff has often been asked for advice about investing and financial planning but was frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, Jeff found a partner firm that could help his clients implement their tax & wealth strategies that philosophically aligned with his values and had a methodology to implement those values into holistic planning with a Taxes First, Then Math approach.
As a Family Office Director, Jeff is responsible for advanced tax planning and ensuring the integrity of the planning and solution development process. Jeff relies on the expertise of Financial Gravity, Inc., a company whose mission is to implement strategies that integrate lower costs, higher tax efficiency, more comprehensive diversification, and risk transparency.
Jeff earned a bachelor’s degree with high honors and special honors in psychology from the University of Texas. His education continued with graduate courses in accounting, taxation, and management.
Jeff is married to Laura, and together they raised six children. They also have nine grandkids. Jeff enjoys cycling, traveling, playing pool, and playing with his grandchildren.