Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 license and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.