Jeff brings over three decades of experience as a trusted advisor to his role as Managing Director. He works closely with successful individuals, families, business owners and executives to develop personalized wealth management strategies.
Prior to joining NewEdge Wealth, Jeff was a Principal and Senior Wealth Advisor at Bernstein, where he advised clients on retirement planning, business succession, executive benefits and multigenerational wealth planning. He is known for his educational approach, helping clients both recognize and understand the path to continued financial success.
Jeff received his B.S. in Business Management from The University of Phoenix and his MBA from Bauer College at the University of Houston graduating from both with honors.
Jeff and his wife Tanya are parents to four sons and have made Fort Bend County home for two decades. Jeff is passionate about creating opportunities for young people through educational programs, scholarships, and community initiatives. Outside of the office, he actively supports these efforts through his involvement with The Rotary Club of Katy, where he previously served as President of both the organization and on the board of The Katy Rotary Fund.
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