With over a decade of experience in financial services, Jeff has worked across financial planning, client service, and RIA operations — giving him a firsthand understanding of exactly what independent advisors need to run a great practice. Jeff founded Trellis Solutions to fill a gap he kept seeing: brilliant advisors who were great with clients but buried in the operational work that comes with running a firm.

Outside of work, Jeff serves as a biblical counselor at his local church and is an avid supporter of the Texas Longhorns. You'll also find him hiking, camping, and playing pickleball and basketball whenever he can.