Jeff is the co-founder and a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor, and has over 20 years of experience in areas of personal finance and law. Jeff focuses on preparing financial plans for his clients - including estate planning, retirement, cash flow, tax planning, insurance, employee benefits, and education planning - as well as implementing comprehensive investment portfolios.
Jeff received his Bachelor's degree in Accounting and his Masters degree in Accounting (Taxation) from the University of Texas at Austin. Jeff also obtained his Doctorate of Jurisprudence from the University of Houston Law Center. He is a member of the Texas Bar Association.
Before forming Patriot in 2004, Jeff worked for Kanaly Trust Company as Senior Vice President and Senior Financial Advisor for over 9 years. Prior to joining Kanaly, Jeff specialized in commercial litigation and business transactions as a civil litigation attorney with the law firm of Hoover, Bax & Slovacek, L.L.P. Jeff worked in the insurance and general business tax areas for KPMG Peat Marwick prior to attending law school, and then worked during law school for Scurlock Permian Corp. and Anderson & Associates.
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