About WealthGuard Insurance Group: Jeff’s more than 10 years of combined investment banking, life and health insurance expertise — not to mention his experience in property and casualty insurance — means he’s the right person for clients to turn to when they need an honest, professional evaluation of their insurance requirements. He helped establish WealthGuard Insurance Group in 2016 with a simple vision: Grow a successful client-focused business that helps clients protect what’s most important to them and ensure cost-effective coverage for life’s unexpected moments. As the Director of Sales at WealthGuard, Jeff works closely with management to recruit the right talent and to provide every agent the training and knowledge needed to deliver an exceptional customer experience. An important component of that customer experience means ensuring each client receives personal attention — including a thorough, complimentary review of current policies to identify any gaps in coverage and address changing needs. As an independent agent who’s serving his clients, not an insurance company, Jeff is proud to never charge clients a broker fee for these personalized services. Jeff is a licensed General Lines, Life, Accident, Health and HMO agent; he’s also licensed in Property and Casualty (Commercial and Personal). He provides clients with comprehensive options to facilitate informed decisions and transform the way people perceive insurance agents and carriers. WealthGuard prides itself on putting clients’ needs above profits. That means if WealthGuard’s solutions aren’t the right fit, Jeff connects those clients with a provider who is. A lifelong Spring, Texas resident, Jeff is an active community member and an avid supporter of programs like the Klein Oak FFA, the Houston Livestock Show and Rodeo, the Wounded Warrior Project and the Pavilion Partners fundraisers.
Companies represented: Chubb Corp, The Hartford, AmWins, State Auto Insurance Companies, American Strategic Insurance (ASI), Progressive, Safeco, American International Group (AIG), Infinity Property & Casualty Corporation, Liberty Mutual Commerial Insurance
Licensed in: Texas
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