Jeff works closely with clients to help them live more and worry less about their finances.  He has been an advisor with UBS since 2007.  Prior to joining the firm, Jeff spent 7 years working at Bank of America US Trust where he served as a Vice President and Trust Officer. His experience advising hundreds of clients over the last 2 decades has allowed Jeff to develop a unique and specific skillset in the area of trust and estate planning strategies for high net worth and ultra high net worth individuals and families. 

Jeff graduated magna cum laude from Campbell University in 2000 with a  B.B.A. in Trust Management and a Minor in Financial Planning.  Campbell University offers the nation's only undergraduate and graduate degree programs in Trust and Wealth Management. Additionally, Jeff is a CERTIFIED FINANCIAL PLANNER TM professional (CFP®) and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers giving his clients peace of mind that the strategies Jeff and the team use and the advice that they give help them achieve their financial goals.

Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel (12) and Jake (9). In his free time, Jeff is an avid runner and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina.  Jeff also stays busy coaching U-10 boys soccer and leading a group of 9 men through a mentoring program at NewSpring Church.  Jeff supports and volunteers for a number of local non-profit organizations including NewSpring Church, 721 Ministries, Habitat for Humanity and the United Way of Greenville County. He is also a member of The Greenville Estate Planning Council.

• BBA in Trust Management and Minor in Financial Planning from Campbell Universtiy
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Trust and Financial Advisor (CTFA)

• Series 7, 66 securities licenses
• Life, accident, health insurance licenses

• Greenville, SC Estate Planning Council
• NewSpring Church

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