Jeff is the Founder/CEO of Archetype Wealth Partners. He is passionate about helping clients connect their money with their purpose. His mission is to assemble a team of like-minded advisors who share common values and collaborate to help as many clients as possible thrive across generations.
Jeff started out a sole proprietor in the wealth management business in 1995. He quickly noticed the advantages of working as a team to serve clients. During his first 10 years, he led a team with his head down that built financial plans and investment strategies for clients.
In 2007, he woke up and realized that he did not want to have his epitaph read, “Here lies Jeff. He made rich people richer.” Jeff was inspired to go deeper in the planning process with clients. By putting clients’ narrative before their numbers, Jeff was able to help them uncover their families’ values and connect their resources to those values.
This focus led Jeff to new heights as a financial advisor. In 2008, he was named to Morgan Stanley’s Chairman’s Club (top 2% of Advisors). From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors”. In 2013, the Financial Times named Jeff to their inaugural list of “America’s Top 400 Advisors”. He has been a perennial member of the “Five Star Wealth Manager” list in Houston, Texas. Jeff is also a Certified Public Accountant (CPA) in the State of Texas and a Certified Kingdom Advisor (CKA).
After 25 years of working for the biggest names on Wall Street, Jeff and his team concluded that they could only pursue their vision by starting their own firm. So, in April of 2017, they opened Archetype Wealth Partners, LLC in April, 2017 to provide a next-generation, conflict-free platform where advisors and clients can flourish.
Jeff and his wife, Dolly, live in Houston and have two daughters. Jeff and Dolly stay very involved in their church, as well as several non-profit endeavors. They are founders of the National Christian Foundation of Houston. Dolly has been on the Board of Child Advocates for many years. Jeff has served on the Boards of Medical Bridges, The Houston Christian Foundation, The West U. Methodist Church Foundation and Club Impact Ministries. Jeff currently serves on the Board of Directors for Intentional Ministries and sits on the Board of Stewards at West U. Methodist Church. Jeff currently chairs the Board of The Barnabas Group of Houston.
Barrons “Top 1,000 Advisors,” February 18, 2013 as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
The Financial Times “Top 400 Financial Advisors,” April, 2013. Criteria are based, in part, upon gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience. Morgan Stanley Financial Advisors are nominated by Morgan Stanley. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
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