Branch Office Manager
Jeff was born and raised in New Jersey but decided to go out of state for college which eventually landed him in Texas. He worked in public accounting and for high net worth family-owned companies with a focus on the oil and gas industry in the Houston and Dallas areas before starting Nashional Financial, a comprehensive financial services firm, with his wife, Whitney. Jeff helps his clients create tax-efficient and asset class-diversified planning strategies so that they may realize a secure financial future. Jeff has a Bachelor of Arts in Political Science from the University of Oklahoma and a Master of Taxation from Mississippi State University. As a Branch Office Manager with aiSource, Jeff is able to offer additional investment and risk management diversification solutions.
Jeff enjoys spending time with Whitney and their son, playing fetch with their dogs, working out, trying new restaurants, watching football and basketball and traveling to visit family, friends and find a relaxing beach – Aruba is on the top of the list!