Jeff serves The USAA Educational Foundation by creating financial education content tailored to the needs of service members and their families.
He has more than 20 years of experience in the financial services industry working with military families and helping them navigate the complexities related to all aspects of financial planning.
Additionally, Jeff has worked as a CERTIFIED FINANCIAL PLANNER™ practitioner and an adjunct professor for the College for Financial Planning. He has earned the following designations: CFP®, CLU®, CWS®, PMP®, CRCMP®, and CPM®.
He is a graduate of the U.S. Naval Academy and has a Masters of Science in financial planning. Jeff continues to serve in the Navy Reserve in a variety of leadership positions.