Sr. Wealth Advisor
Jeff began his career in financial planning and wealth management in 2006. He joined Heim, Young & Associates in 2007, helped open a new office in Branson, MO in 2009 and became a partner in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on comprehensive financial planning and wealth management. In 2022 he joined Mercer Advisors as a Senior Wealth Advisor to continue to help clients achieve their financial goals, while providing additional wealth management and planning resources. He is actively involved with many charitable organizations, including the Branson-Hollister Rotary Club, The Grove Christian Church and Boys & Girls Club of the Ozarks. His hobbies include golf, music, drums, travel and loves spending time with his wife, Darci and two daughters enjoying the Ozarks.