Practice Focus
- Individual & Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection & Evaluation
- Investment & Insurance Analysis
Education/Certification
- Master’s in Finance and Economics from West Texas A&M University
- MBA from West Texas A&M University
Jeff joined Navigation Financial Group in the summer of 2012 to focus primarily
on financial planning and group retirement benefits. Previously he enjoyed a
successful career as Managing Partner and Chief Operations Officer of a
regional engineering and construction firm. He also has experience in the oil
and gas industry and is active in real estate development and construction.
Jeff is a lifelong resident of the Amarillo area and a graduate of Tascosa High
School. In addition to his undergraduate degrees, he has also obtained Master’s
degrees in Finance and Economics, as well as a MBA from West Texas A&M
University.
Jeff lives in Canyon, Texas with his wife Sandy and their three kids, Sarah,
Quinn and Erin. Outside of work, he enjoys family time, as well as gardening,
hunting and fishing, in addition to most other outdoor activities.