Meet Jeff
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.
Jeff’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jeff has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Jeff is known for building strong relationships based on trust and understanding. He is very collaborative in his approach to comprehensive financial planning.
Jeff in real life
What keeps you busy outside of work?
I have been actively involved with many charitable organizations over the years, including the Boys & Girls Club of the Ozarks, Branson-Hollister Rotary Club, church, and more.
What makes you tick?
My hobbies include golf, music, drums, travel, and spending time with my wife, Darci, and two daughters enjoying the Ozarks.
Favorite thing about where you live?
There is so much to do and see in the Branson area and across the Ozarks. I especially love the scenic beauty and the access to world class golf courses.
Jeff’s snapshots
Meet Jeff’s Teammates
Amber Strength
Sr. Client Service Specialist
What Jeff Says
Amber has been an incredible resource for our clients. She is quick to take action and helps anticipate needs.
Amanda Reed
Sr. Manager, Client Service
What Jeff Says
Amanda is the definition of a team player. She is constantly working to deliver white glove client service and advisor support.
Kaz Woodward
Regional Vice President
What Jeff Says
I have had the chance to work alongside Kaz over many years. He has an exceptional knowledge of the financial planning industry and has experience in many different roles and responsibilities.
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