Jeff is a key partner of Stewardship Colorado, LLC and the Founder and President of Stewardship Advisory Group & Stewardship Legacy Coaching. Jeff is based in Ocoee, Florida and is also Registered Representative with United Planners Financial Services. He has over 30 years of experience in Comprehensive Financial Planning, Wealth Management, Investments and Retirement Planning and a true passion for the specialized areas of Advanced Estate Planning, Strategic Tax Planning and Charitable Giving. One of Jeff’s greatest joys is coaching individuals and families in the crafting of their Stewardship Legacy.
Jeff is a Charter Member of Kingdom Advisors and has earned the Qualified Kingdom Advisor designation and in 2013 he received the Larry Burkett Award from Kingdom Advisors at their annual conference which is how Sean and Jeff met. In 2009, Jeff was honored to be the first recipient of the Foundation Award from Kingdom Advisors for his leadership in the area of Charitable Giving.
Jeff has been actively involved with numerous non-profits, both local and national throughout his career and over the last 30 years Jeff has assisted clients in gifting over $800 million to the causes that were most important to them. Jeff and his wife Cathy are active in their local church and enjoy traveling, concerts & spending time with friends.