Destined for a career in finance, Jeff's grandmother piqued his interest in investments during his time in high school. After earning his degree in Business Law & Finance from the University of North Carolina at Charlotte, he devoted himself to helping people with their financial plans and investments. He founded BMH Investment Group with B.J Bryant in 1998 and later merged with U.S. Financial Services.
Jeff continues to devote himself to personal development and continuing education. It is a priority for him to be knowledgeable about financial planning strategies and solutions for his clients, staying at the forefront of his field. Jeff's clients love his energetic and personal approach. While relatively young by comparison to many advisors in the industry, he is both relevant and highly experienced after more than three decades as a finance professional.
Born in Alaska, Jeff has spent the majority of his life in Charlotte and remains heavily involved with his family and community. He gives back by partnering with local charities and has worked on several projects with Habitat for Humanity and spent many years with Angels & Sparrows, now focusing on CLT Foundation. Jeff has always loved sports and stays active by completing CrossFit workouts, playing beach volleyball, rucking and doing yoga. He is actively involved with his two daughters (Savannah, 21, Senior at UNCW and Olivia, 19, Sophomore at ASU) but still adjusting to the empty nest, and known to occasionally seek out warm sunshine and clear water.