Jeff is an investor coach and estate planning attorney as well as an Investment Adviser Representative with Mathies Financial Partners. As an investor coach, he helps his clients understand the importance and nuances of prudent investing in order to avoid the traps of stock-picking, market timing, and track-record investing. As an attorney, his practice focuses on providing comprehensive estate planning regarding your business, money, and family.
Teaching important principles upon which prudent investing is based enhances the opportunity that you will actually have an estate to distribute to your heirs. Jeff has clients in many different states, owning real estate and other assets in nearly 40 different states. When it comes to strategies that affect your business, money, and family, Jeff offers a wealth of knowledge and experience.
Jeff and his wife, Joy, live in Centennial, Colorado, and have been married for over 53 years. They have five children and a growing collection of grandchildren (28 and counting). Jeff says their grandsons are handsome, the granddaughters are beautiful, and all are highly intelligent—traits they inherited from their lovely and brilliant grandmother. Jeff loves a good round of golf and associating with people with a good sense of humor. He also plays the drums and especially likes accompanying music performed by Creedence Clearwater Revival, The Who, and Bob Seger.
In his community, Jeff actively participates in community service opportunities and church activities.