783 Old Hickory Boulevard,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jeff first became involved in the financial services industry in 1985, following graduation from Vanderbilt University with a BA in Economics. After working for a financial consulting firm with a branch office in Nashville, Tennessee for approximately five years, Jeff formed Summit Financial Group, LLC in 1991 with several colleagues. Jeff continues as owner and President of Summit Financial Group today.
Jeff and his firm, Summit Financial Group, provide financial consulting services to clients, both corporate and individual. Such services include: business continuation and disposition planning, estate planning, wealth management, strategic tax planning, employee benefits planning, executive benefits planning and risk management.
Jeff completed the requirements for two professional designations in 1988 and 1989 respectively, the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations bestowed by The American College of Bryn Mawr, Pennsylvania.
Jeff has 35 years of professional experience helping clients to address a myriad of planning challenges and implementing successful strategies. Although Summit Financial Group is based in Nashville, TN, Jeff and his firm serve clients (individuals and businesses) with both a regional and national presence.
Jeff is very active in his community, having served in the past on the boards of Make-a-Wish Foundation of Middle Tennessee (Past Board President) and Dismas, Inc. (Past Board President). Jeff currently serves on the boards of Sister Cities of Nashville, Friends of Fe Viva, and World Promise, all of which connect the United States with international partners. Jeff typically visits Guatemala two to three times per year on mission trips to support the needs of some of the poorest communities in and around Guatemala City and Chiquimulilla, Guatemala.
Jeff maintains a keen interest in the arts community and has been collecting original art for almost 30 years. Additionally, Jeff has served as a tutor for native Spanish speakers who are working to develop their English-speaking skills. Jeff has been studying the Spanish language himself for approximately 20 years and is conversationally fluent.