Operations Manager/ Wealth Advisor
Jeff began his financial services career in 2003. He currently holds the FINRA securities registration 7 with LPL Financial. In addition to providing personalized, knowledgeable advice to help his clients work toward their financial goals, Jeff manages the Operations of our branch. He is an active community volunteer, Marine Corps veteran, is on the Board of the St. Jude Parish Men’s Club, member of the Knights of Columbus and the Marine Corps League. Jeff and his 4 beautiful children, Jordan, Abigail, Kirsten, and Breanna live in Baton Rouge.