For more than 20 years Jeff has assisted retirees and pre‐retirees in planning for and executing retirement. Jeff’s career started at Mutual of Omaha where he was introduced to the financial services business. After a couple of years with Mutual of Omaha, Jeff’s desire to provide independent and unbiased investment advice led him to start an independent firm, Omaha Advisors, Inc. Jeff’s focus is to identify client financial objectives and develop personalized strategies. He guides clients to pursue specific goals and objectives measured through a progress‐to‐plan philosophy.
Jeff has a bachelor’s degree from the University of Nebraska at Kearney where he studied Business Administration. Jeff passed the Series 65 examination and is also licensed in life and health. Outside of business Jeff’s priority is spending time with his wife, Christina, and his two kids, Kayla and Jacob. Jeff enjoys international travel and has served on short‐term mission trips to Africa, China and Mexico.