Cornerstone Wealth Services
10805 Sunset Office Dr., Suite L106
St. Louis, MO 63127
Jeff has spent more than two decades in the financial services industry helping clients plan for their financial future. When working with clients, he particularly enjoys building relationships and getting to know clients and their needs, wants and wishes. Jeff uses that information to design an individualized financial plan and present it to clients in a way that is more teaching than preaching. He wants to be sure clients understand all the details – the how’s and why’s of their customized plan – so they’re comfortable and confident in their financial plan.
In 2022, Jeff joined Cornerstone Wealth Services and LPL Financial after extensive research into a number of potential organizations to support his business and clients. Cornerstone affords Jeff the ability to collaborate with his long-term associates and respected leaders in the industry, discovering new ideas and best practices to offer even deeper service to clients.
Jeff holds a bachelor’s degree in management from Missouri State University and is active in the Chamber of Commerce. When not in the office, he enjoys going on adventures with his wife, Ann – including traveling, outdoor activities with their dogs, mountain biking and attending concerts – and spending quality time with his grandchildren.