As founder and partner of Evergreen Wealth management, Jeff provides individuals with a wide range of specialized, comprehensive financial guidance for investment, retirement, estate planning, and other wealth management needs. Jeff and Michael started Evergreen Wealth Management in 2009 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms. Having spent many years working with major Wall Street firms, Jeff appreciates the personal attention and wide range of investment products that can be offered to his client as an independent financial advisor. Jeff has more than three decades of investment experience, having started his career at Merrill Lynch in Houston, Texas (1981). He earned his bachelor's degree in biology from Southern Methodist University and his master's degree in finance from the University of North Texas.
Jeff is married to his wife, Lorrie, and they have two awesome children. They moved to Austin (from Houston) in 1990 and enjoy the city's wide diversity of culture, food, and live music as often as possible. Jeff loves animals, particularly dogs. Jeff holds the FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®. He holds a Life and Health insurance license for the state of Texas.