About Jeff
Jeff works with clients to create comprehensive financial plans tailored to their individual circumstances. His approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving, and tax strategies. Along with being a founder of Focus’s Lincoln, Nebraska, office, he is a former member of the advisory board of the Journal of Financial Planning and the author of five books, including One Decade to Make Millions, written for young and beginning investors.
Jeff resides in Scottsdale, Arizona. In addition to being a wealth advisor, he works in partnership with a talented Next Gen Personal Finance team located in Arizona, Nebraska, Colorado, Missouri, and Maryland.
Jeff works with clients to create comprehensive financial plans tailored to their individual circumstances. His approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving, and tax strategies. Along with being a founder of Focus’s Lincoln, Nebraska, office, he is a former member of the advisory board of the Journal of Financial Planning and the author of five books, including One Decade to Make Millions, written for young and beginning investors.
Jeff resides in Scottsdale, Arizona. In addition to being a wealth advisor, he works in partnership with a talented Next Gen Personal Finance team located in Arizona, Nebraska, Colorado, Missouri, and Maryland.