• Jeff is the Co-Founder and Leader of Glide Path Financial Advisors.
• With more than 10 years’ experience, Jeff focuses on making the complex world of financial planning and investment management easy to understand. “I feel it is important to take the time and listen to my clients needs, wants, and wishes”.
• Originally from Cleveland, Ohio Jeff, calls Georgetown home with his wife Lizzie and two kids JJ and Isabella. In his free time, he is active in the Georgetown Rotary club or you can find him on the local trails running or mountain biking.
• Jeff works in both our Georgetown and Harlingen office.

• I joined Thrivent 4 years ago where I developed a passion for finance and a strong desire to support individuals and businesses in achieving financial well-being.
• My enthusiasm for finance extends beyond the numbers, emphasizing the importance of a holistic approach. I believe that true financial health encompasses not only monetary aspects but also physical, emotional, and spiritual well-being.
• I approach financial advisory with a deep sense of responsibility and integrity while staying committed to fostering a relationship of trust and compassion.
• Beyond the world of finance, I cherish the blessings of a supportive family. Lee is my high school sweetheart and husband of 18 years. We have 3 beautiful children, Kamryn, Presley and Brix. Our favorite activities as a family are camping, traveling, live music and theatre.  These pursuits not only bring joy to my life but also serve as a reminder of the importance of balancing financial goals with personal fulfillment.
• I am here to assist you on your financial journey. Let’s connect! Feel free to reach out to me. I am eager to start helping you make informed financial decisions.

• Married to Gretchen

• Children: Josh and Renee

• Member of Faith Lutheran Church

• Enjoy Gardening, Camping, Traveling and Beach time

I specialize in Retirement Accumulation, Retirement Income Planning, Investments, and Retirement planning.

Charities and causes I support are:

• The Caring Place in Georgetown
• Mobile Loaves and Fishes
• Community First! Village
• UT PAC