CFP®Partner - Senior Investment Advisor
Jeff has over 16 years of experience in both the Financial Services and Information Technology Consulting Industries. He specializes in providing comprehensive wealth planning strategies and investment management advice to high net worth individuals, families, and business owners. In addition to his responsibilities as Partner and Senior Investment Advisor at GENCapital, Jeff leads the team’s financial planning initiatives and believe all clients should have a good understanding of both their financial and life goals.
Prior to co-founding GENCapital, Jeff was a Financial Advisor with UBS Financial Services, Inc. for nine years. His previous experience of over two and a half decades in a family owned and operated real estate business gives Jeff the background needed to provide the teams’ more real estate centric families advice beyond traditional wealth management. Therefore, through a consultative approach, Jeff can assist GENCapital clients with their liquid investments as well as help advise them on real estate acquisitions, bank financing, bank/loan negotiation, and more.
Jeff holds the Certified Financial Planner™ designation as well as a B.A. from the University of Georgia, where he earned a double major in both Finance and Management Information Systems. Jeff and his wife, Stephanie, have two daughters and reside in Roswell, Georgia. He is an Atlanta native and is a member of Johnson Ferry Baptist Church, Financial Planning Association, and the University of Georgia Alumni Association. He appreciates the outdoors - especially fishing and hunting, University of Georgia football and his family.