Meet Jeff

My goal as a wealth advisor is to provide value to our clients by specializing in helping business owners, executives, and plant workers pursue their financial goals and dreams in a way that makes sense for them.

I especially enjoy  educating our clients in the many facets of wealth planning so they are better prepared to make the smart choice regarding the many financial decisions they will face through all of life’s transitions.

I graduated with a B.S. in Computer Information Systems from The University of Houston, Clear Lake, in 1990.  In 1991, my wife and I purchased Krause Office Supply in Freeport, Texas, where we were local, small business owners for more than 24 years.  In 2005, with a desire and passion to educate, Jeff joined with Dick Robie as a financial advisor and, in 2010, attained his CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner designation.  In 2014, he earned the Professional Plan Consultant (PPC™) designation signifying a commitment to education and service excellence in the qualified plan industry by completing the 401k Service Training Program™

My passions include spending time with my wife and family and staying physically fit.  I thoroughly enjoyed coaching our sons’ youth baseball, basketball, and soccer teams during their younger years and the opportunity to be a positive influence on them and their teammates.  I’ve also enjoyed being an active member of the Brazosport Rotary Club for over 28 years and the many opportunities it provides to be of service to others.

Schedule an Appointment with Jeff