Prior to joining Trinity Portfolio, Jeff was a client of the firm. He purchased, re-engineered, and in 2006 successfully sold his third-generation Fort Worth business. Jeff brings broad understanding and expertise to the issues and challenges facing business owners and partners in professional practices. Drawing on his experience, Jeff enjoys developing advanced strategies to help clients protect their wealth and reach their financial goals. He is especially passionate about helping families with business succession strategies, sales and acquisitions, investments, and tactical qualified retirement plans. Jeff and his wife, Devon, have two grown children and enjoy traveling and watching TC