Jeff began his career in wealth management more than 16 years ago as a trust advisor in Tampa, Florida. Throughout his career, he has had ample experience in the financial industry, holding a wide variety of senior positions and providing service for a diverse range of clients across the United States.
Jeff’s primary role at Central Trust Company is to lead our St. Louis office while partnering with Central Bank to deliver world class customer service, fiduciary administration, financial planning solutions, wealth management and investment advice to our clients and prospects, along with 401(k) and other retirement plan services.
Education and Certifications
- Juris Doctor, Cumberland School of Law at Samford University
- Bachelor of Science in Finance, University of Alabama at Birmingham
- Agile Project Management Certificate, University of Maryland
- Certified Exit Planning Advisor (CEPA)
- Accredited Estate Planner® (AEP®)
Interests and Activities
Jeff is an active volunteer with the Boy Scouts of America, at both the individual troop level and the Council level. Before moving to St. Louis, we was involved with the Heart of Virginia Council, as well as various trust and wealth focused boards. He is currently a member of the Florida Bar Association and Alabama Bar Association.
In 2016, Jeff received the “Trust Banker of the Year” Award from the Florida Bankers Association’s Trust & Wealth Management Division.
In his spare time, Jeff enjoys spending time with his wife and two boys, cooking, and woodworking.
