Jeff provides comprehensive financial planning to high-net-worth individuals and their families. With more than 25 years in the financial planning and investment management industry, Jeff’s experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning, personal finance and law. Prior to joining Mariner Wealth Advisors, Jeff was a cofounder and principal of Patriot Wealth Management, Inc. Prior to that, Jeff worked for Kanaly Trust Company as senior vice president and senior financial advisor. Before joining Kanaly, Jeff specialized in commercial litigation and business transactions as a civil litigation attorney with the law firm o