Vice President, Client Services
Jeff has over 23 years of experience in the non-qualified retirement industry. Prior to joining Newport Group, he held a number of leadership positions at Clark Consulting and Principal Financial Group including Vice President, Client Services at Clark and Director, Client Services at Principal. In these roles he was responsible for establishing and maintaining relationships with nonqualified clients to ensure accurate and timely delivery of retirement plan administrative services.
Jeff earned his bachelor’s degree in accounting from Stephen F. Austin University. He also has Series 6 and Series 63 securities licenses as well as his General Lines insurance license in the state of Texas.