Focus
As a Partner and Investment Advisor Representative at Detalus, Jeff works with clients to develop comprehensive retirement strategies and long-term financial plans tailored to their unique goals, timeline, and circumstances. Whether working with clients early in their careers or those preparing to make the transition to retirement, Jeff brings a disciplined, detail-oriented approach that instills confidence and clarity. His responsibilities include steering the firm’s Investment Committee and conducting due diligence of investment opportunities.
Earlier in his career, Jeff worked at Edward Jones, where he most recently served as an Equities Investment Specialist supporting advisors with research and investment idea generation.
Education, Awards & Credentials
- Bachelor of Science in Business Administration, University of Missouri Columbia
Outside the Office
Jeff serves on the Kirkwood Civilian Pension Board and previously participated on the Finance Committee for Marian Middle School. Jeff enjoys playing golf, pickleball, and platform tennis when he’s not spending time with his sons Harrison and Hunter.
