Since he was a freshman in high school, Jeff knew that he wanted to be in the financial services industry, where he could put his love of numbers to work. Today, you’ll find him actively serving clients as a financial advisor and helping to guide Werth Wealth Management as Partner. The culture of trustworthiness resonates with Jeff because, in his words, “we do what we say we are going to do, and we care about our clients and their money as much as they do.”
Jeff creates wealth management solutions that help allow clients and families to live with confidence, keeping his focus on the long-term and aiming to achieve high probabilities of success over full market cycles. He offers these three keys to developing a successful financial plan: “clients must be honest with their goals, provide as much detail as possible, and then have the discipline to adhere to the plan.”
Recognizing that financial planning can be complicated, Jeff emphasizes his ability to communicate clearly, pointing out that “clear and accurate communication is critical to help clients understand our recommendations in order to make informed decisions.”
A graduate of Fort Hays State University, Jeff joined Werth Wealth Management in 2001 after working for eight years as a CPA with a focus on tax. In 2020, he received the AIF designation.
A true Midwesterner, Jeff grew up in Hays and lives here today with his wife, Marcia. Their three children, Austin, Karee, and Katie, were all raised in Hays. More than anything else, he believes the friendliness of the people is what makes this region special and he values the work ethic that characterizes Western Kansas. He feels these qualities are present in the strong team at Werth, made up of individuals who are not only good at what they do, but who are even better people.
Outside the office Jeff can be found on the golf course, indulging another passion besides numbers. Since the age of eight, he has loved to golf, playing what he calls “the greatest sport.”