Jeff earned his degree in finance from Texas State University. Prior to joining Karsten Advisors in 2005, he was with H.D.Vest's Platinum Financial Planning Group where he worked with their elite CPA’s, EA's and Attorneys to grow and integrate investment management and tax services into their practice. There he also presented at numerous national and regional conferences on the subjects of investments and taxation. Jeff's credentials include the CFP® and EA designations
Jeff specializes in investment management, taxation and financial planning with a focus on individual and business consulting which includes tax and investment advice. He is also responsible for the day to day operations of the firm which has four offices in two states, Texas and Colorado.
Executive Board Member, Finance Committee Member & Treasurer - Tarrant Area Food Bank (2014-Present)
Board Member - Tarrant Area Food Bank (2013 - Present)
Communities where no one has to go hungry. Empowering communities to eliminate hunger by providing food, education and resources through innovation and collaboration. TAFB has a network of 270 Partner Agencies serving hungry children, families and seniors in North Texas. The people who generously donate their time, funds and skills to TAFB help make the services we provide to the community possible.
Foundation Board Member (2016 - Present)
The Center for Transforming Lives moves women, children and families from poverty to independence through housing stability, affordable high-quality child care and financial empowerment coaching. The Center for Transforming Lives impacted 2,300 women, children, and families in fiscal year 2015. Yet, the need continues to grow: one in 10 women and one in four children live in poverty in Tarrant County.