Jeff is the founder and Private Wealth Advisor at Inspire Financial Planning, LLC. Jeff can help you navigate your complex private wealth management opportunities.
Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).
“I began my career during the technology boom of the late ‘90s. Since then, I have experienced the highs and lows of investing from a very unique perspective for which I am extremely grateful. While I have yet to acquire a crystal ball to predict market movements, I can tell you with great confidence that research, patience, and time are your friends. With intelligent planning, you can weather most any storm the markets can dish out, and you can prosper when the wind and tide are in your favor.”
Founder and CEO
Investing and Living with Passion
Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing.
Jeff has lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. He once spend a winter skiing at Breckenridge, Copper, Keystone, and Arapahoe basin in Colorado.
Jeff is married, has two children, and thrives most when he’s spending quality time in outdoors with his family.
Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. He also served as treasurer of the O'Connor advisory board. Jeff has also been active in the music ministry at his local church.