Jeff is a Financial Advisor at Ramos Group, where he’s passionate about helping clients feel confident and empowered in their financial lives. He takes the time to truly understand what matters most to each client—their goals, values, and vision for the future—then builds a personalized investment strategy to help them get there.

With over a decade of experience in wealth management and managing over $500 million in assets, Jeff brings a thoughtful, steady approach to navigating life’s financial complexities. He believes in staying closely connected with clients over time, making adjustments as their lives and the markets evolve.

Before joining Ramos Group, Jeff spent many years honing his investment expertise at a regional trust company. He works with individuals, families, and institutions, and holds a Bachelor of Business Administration in Finance from the University of Missouri.