With a distinguished 30-year career in financial services, Jeff is a seasoned professional known for his innovative approaches to wealth management, business strategies, and personal insurance solutions. A proud alumnus of Tulane University, Jeff earned his Bachelor of Science in Math/Computer Science, laying the foundation for his analytical prowess and strategic thinking.
As the president and owner of Standard Equity, Jeff specializes in executive-level benefits, demonstrating a profound understanding of Business Owner Planning, Disability and Life Insurance, Tax-Leveraged Wealth Accumulation, and Retirement Planning.
Jeff is affiliated with Kestra Investment Services, LLC (Kestra IS), where he provides invaluable insights into investment strategies. His expertise extends to Wealth Management Services, Retirement Income Strategies, and comprehensive solutions in Life Insurance, Long-Term Care, and Disability Insurance.
As a dedicated financial advisor, Jeff ensures a client-centric approach, tailoring his services to meet the unique needs of each individual. His commitment to excellence is evident in his affiliation with Kestra IS and Kestra Advisory Services, LLC (Kestra AS), where he upholds the highest standards in the industry.
When not helping clients reach their financial goals, Jeff can be found on the golf course or trout fishing in the mountains of North Georgia.
4082 Columns Drive SE
Marietta, GA 30067
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Investor Disclosures: https://bit.ly/KF-Disclosures
Standard Equity Agency is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
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