Director of Business Development
Jeff brings 30 years of experience in financial services, leadership, and training. His years of delivering consultative financial wealth solutions throughout the RIA/IAR space includes his work developing independent advisors. His passion is helping independent advisors grow their businesses through collaboration, strategic partnerships, and gaining essential skills to thrive in the digital and remote marketplace.
As Director of Business Development, Jeff leads a team focused on transitioning new prospective RIAs/IARs to Horter. He works in tandem with CEO Drew Horter to help those advisors achieve maximum growth and security of their practice.
Jeff is a registered Investment Advisor Representative and has previously held FINRA Securities licenses that include the Series 6, 7, 63, and 66.