Jeff is a lead financial planner on the Financial Planning Team. He joined the Longview team in 2013. Before Longview, he spent 12 years working with the Department of Defense and NASA, designing, implementing and maintaining large computer systems. He left to pursue a passion for personal finances. He is a CERTIFIED FINANCIAL PLANNER™ Professional, IRS Enrolled Agent (EA), and NAPFA Registered Financial Advisor (NRFA).
Jeff is actively involved with the National Association of Personal Financial Advisors (NAPFA) and currently serves on the NAPFA South Region Board. He is a member of the Philanthropic Advisors Network at the Community Foundation of Huntsville/Madison County. Jeff is also a member of Leadership Huntsville/Madison County Connect Class 19.
Away from the office, he enjoys spending time with his wife, Jamie, their three children, and their family dog. He can often be found on a sporting field coaching his sons’ soccer and Little League baseball teams. Jeff is a college football fan, an adventurous eater and sports a child-like love for Walt Disney World. In the Huntsville community, his primary volunteer causes include financial education and empowerment, as well as teaching and working with children and young adults to build character and values.