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Jeff leads the Planning and Strategy team at INTRUST Wealth, where he specializes in financial, tax, estate, and charitable planning for clients and retirement plan participants. Jeff joined INTRUST in 2008 and has held roles across digital banking, quality assurance, portfolio management, and wealth strategy, each shaping his holistic approach to client service.
In his current role, Jeff guides the development of planning tools and technology that empower advisors to deliver high-impact, personalized guidance. He also mentors planning teams and serves on the investment strategy committee, ensuring thoughtful and tailored solutions for every client. Jeff finds deep fulfillment in helping clients move from uncertainty to confidence, especially during conversations about retirement and lifestyle goals.
Jeff holds a bachelor’s degree in administration from Wichita State University and is a Certified Financial Planner®. He also completed the Advanced School of Trust and Financial Services through the Schools of Banking. He co-led the development of INTRUST’s internal WealthView system, streamlining client onboarding and portfolio management.
Active in his profession and community, Jeff is a member of the Wichita Estate Planning Council and serves on the Sedgwick County Historical Museum Endowment Committee. A lifelong Wichitan, he enjoys traveling, reading, golfing, and spending time outdoors with his wife and children, especially in the mountains or on the beach. He’s also an avid supporter of Wichita State Shocker Athletics, the Kansas City Chiefs, and the Kansas City Royals.