A graduate of Morningside College, Jeff graduated with a Bachelor of Science degree in Business Administration/Economics. Jeff has worked in the mutual fund industry for almost 15 years, beginning his career pricing defined contribution plans for large companies at State Street Bank & Trust. Prior to joining Buttonwood Financial Group, he spent the majority of his investment career at Waddell & Reed Investment Management Company, evaluating/analyzing mutual fund performance as a Senior Performance Analyst. He later transitioned to the marketing side of the business via their Ivy Funds subsidiary. Jeff currently resides in Overland Park, spending his free time with his two daughters and navigating their various activities. He enjoys afternoon golf outings, spending time with friends exploring the infinite hidden gems of Kansas City.
Client Services Specialist
Jeff is responsible for most of the follow up and account paperwork needing completion. He handles the majority of the “behind the scenes” implementation of client requests. He may not sit in on client meetings, but he is responsible for most of the follow up and account paperwork needing completion. Jeff has a strong understanding of technical financial planning and investment management processes.
Professional & Community Involvement
- Client Services Specialist, Buttonwood Financial Group, LLC: 2015 – present
- Product Analyst, Ivy Funds: 2014 – 2015
- Senior Performance Analyst, Waddell and Reed: 2012 – 2014
- Performance Analyst, Waddell and Reed: 2006 – 2010
Mission: Buttonwood Financial Group, LLC
Our mission as a Family CFO is to positively impact each of our clients by providing ongoing consultative assistance, allowing them to organize and take control of their financial lives. Buttonwood accomplishes this by simplifying, organizing, and executing holistic financial strategies in harmony with our multigenerational clients’ financial lives. We coach, teach, mentor, and guide with genuine authenticity in our client’s best interest. We care about serving our community and our clients with passion and integrity.