About Us

Jeff Ivy, MBA, CFP®
Jeff is a graduate of Texas A&M University with a Bachelors of Science in Chemical Engineering and a Master in Business Administration. He worked in the energy industry for 18 year before entering the financial services industry in 2005. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008, a designation granted by the Certified Financial Planner Board of Standards, Inc., and is a member of the Financial Planning Association.

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