Jeffrey has more than 10 years of experience in the investment industry, assisting clients in managing individual stock and bond portfolios. He is responsible for risk analysis and portfolio management, including custom-designed portfolios of individual securities, mutual funds or institutional portfolio managers. Jeffrey also is responsible for analysis, selection and monitoring of large capitalization stocks and individual corporate, government and municipal bonds.
In addition to portfolio work, Jeffrey provides consulting with institutional client's defined benefit and defined contribution pension plans. He is an experienced financial analyst and has served as a vice president within a trust company. Jeffrey is part of the adjunct faculty of Missouri State University where he teaches upper-level finance courses and is a member of BKD Wealth Advisors Investment Committee.
Jeffrey is a graduate of Missouri State University, Springfield, with a B.S. degree in finance and an MBA. He is pursuing the Chartered Financial Analyst® professional designation.