Jeff's entrepreneurial spirit led him to cofound Tungsten Wealth Management. He and Shawn sought to fill a void they saw for families, professionals, and business owners seeking something unique, personalized, and special within the financial services industry.
In working with clients, Jeff’s expertise is in asking the right questions and actively listening in order to discover what is most vital to Tungsten clients and their families. He loves the freedom of owning and operating an independent firm, allowing him and his partner to be flexible and adaptable in serving the best interests of a family, often over generations.
Jeff’s career in the financial services industry spans more than two decades, beginning with Merrill Lynch in 1994. His extensive background in banking and wealth management has played an integral part in shaping his qualities of leadership, integrity, and compassion. Jeff holds the CERTIFIED FINANCIAL PLANNER™ designation granted by the Certified Financial Planner Board of Standards and the Certified Wealth Strategist® designation awarded by the Cannon Financial Institute. He is a member of the Financial Planning Association (FPA) and National Association for Personal Financial Advisors (NAPFA).
Jeff is a graduate of the Michael F. Price School of Business at The University of Oklahoma, where he earned his Bachelor's Degree in Finance. He is also a member of the Jim Thorpe Executive Committee and volunteers in various civic and philanthropic activities in the Oklahoma City metro area. He lives in Oklahoma City, OK with his wife and three children and is an active member of the Oklahoma City community including Crossings Community Church. He enjoys a number of sporting events, running, church, music, and golf.