Jeff joined Sage Mountain Advisors in October 2025. He provides guidance on income tax, retirement, and estate planning.

Prior to Sage Mountain, he was a Robotics Engineer at Amazon. He began his finance career in retirement, insurance, and estate planning.

Jeff grew up in Atlanta and received his BS and MS in Mechanical Engineering from Mercer University. He obtained his CFP® designation in 2025 after going to the University of Miami to complete the necessary coursework. He currently lives in Smyrna.