Jeff employs a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client's financial goals, time frames and risk tolerance. Jeff has been providing strategies. READ MORE

Jeff Macy is a Dave Ramsey Smartvestor Pro Advisor. Jeff believes everyone deserves access to solid, professional investing guidance. He has earned a position as a Smartvestor Pro because of his experience in the industry and desire to help others.

Jeff has the heart of a teacher, not the attitude of a salesman. Jeff will help you understand your investments, why they were chosen, and encourage you to stick with your long-term goals. Investing can be confusing, but our Smartvestor Pros have the knowledge and experience to help you make the best decisions when it comes to tax planning, asset allocation, risk management, retirement planning, and estate planning.

Jeff is someone you can share your future dreams with because he is relatable, trustworthy, and down-to-earth.  You’ll work together to organize, plan, execute, and manage your investments to create a plan to help you reach your financial goals.

Schedule a call!   

Get started on your investment plan today!