Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Office: 512-600-5232 | Mobile: 512-318-3847

Background

Jeff is a Senior Wealth Advisor at HUB Investment Partners with over 30 years of experience in the financial services industry. He specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals and families, offering tailored strategies for wealth preservation, tax optimization, estate planning, and risk management. Jeff’s thoughtful approach helps clients achieve their long-term financial goals with confidence. 

Jeff holds a Master’s degree in Business Administration from Wilkes University and has earned the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations. Prior to joining HUB, he spent 10 years as a Managing Director at Putnam Investments. Now based in Austin, TX, Jeff continues to leverage his experience to guide clients through effective financial strategies and successful portfolio management. 

Areas of Focus

• Wealth Preservation
• Tax Optimization
• Estate Planning
• Risk Management

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.