Certified Financial Planner™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Finance, Texas Tech University
MBA – Finance, Texas Tech University
MS – Financial Planning, Texas Tech University
Jeff began his career as a senior analyst for a Dallas-based wealth management and financial planning firm, working primarily with business owners and C-level executives to develop customized high-net worth planning strategies. Prior to partnering with Jason and Michael to form Moss, Luse & Womble, LLC, Jeff served as a financial planner for a larger area firm that focused specifically on serving dental professionals at various stages in their professional careers.
Jeff and his wife, Stefanie, have three boys — Preston, Ethan and Owen.
Outside the Office, You’ll Find Him:
Jeff is the volunteer events director for the Texas-Oklahoma District of Key Club, a community service organization for high school students. In this role he helps host a four-day convention for over 1,200 students each year. In his downtime, he enjoys watching the Texas Tech Red Raiders and the Texas Rangers. And on October 31, this huge Halloween fan can’t resist putting on a good “haunt” with family and friends in his elaborately themed front yard.
Words of Wisdom:
The moment you decide you know everything about something is the moment someone else surpasses your knowledge. Humbling yourself, by recognizing that you can always learn more about any given subject, will leave you open to positive change and ready to take advantage of new opportunities, in business and in life.
Something Most People Don’t Know:
Jeff was once the owner of a ferret.
Paraplanner: Alicia Porte
Staff Accountant: Jaclyn Kobza
CSS: Olivia Bratton