Jeff first entered the industry in 1996 as an Investment Consulting Analyst with Smith Barney. Throughout his career he has represented several public and private firms, including Legg Mason, Stifel Nicolaus, and Gordon Asset Management, LLC. From the beginning, Jeff was drawn to the independent side of the industry due to his belief in aligning his financial interests with those of his clients, as well as his preference to avoid potential conflicts of interest that may arise from financial product sales.
BLUE LINE INVESTING® (BLI) is a process available through Aptus Capital Advisors, LLC. As the portfolio manager, Jeff manages all BLI strategies in partnership with Aptus Capital Advisors, LLC and Guardian Wealth Partners, LLC and their teams to serve clients using the BLUE LINE INVESTING® process. Some of the of the more influential people whose philosophies have helped mold the BLI process include Warren Buffett (CEO of Berkshire Hathaway), Richard Russell (Founder of Dow Theory Letters), and Martin Armstrong (Founder of Armstrong Economics). One of Jeff’s favorite books is Reminiscences of a Stock Operator by Edwin LeFevre, Copyright 1923.