
Originally from the Pittsburgh, Pennsylvania area, Jeb moved to Nashville in 2016. He graduated Magna Cum Laude from Harding University and later completed financial planning coursework at Belmont University before earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He and his wife live in the Nashville area with their dogs.
Jeb has worked in financial planning since 2016 and has worked closely with Independent Planning Group through the firm’s financial planning department since 2019. As a Financial Planner and Advisor, he helps individuals and families bring the different pieces of their financial lives together into a coordinated plan. He has particular experience working with closely held business owners and real estate investors, as well as individuals approaching or already in retirement. He enjoys helping clients navigate the transition into retirement with confidence and put a plan in place to enjoy what they have worked hard to build.
Outside of the office, Jeb enjoys playing ice hockey, golfing, traveling, reading, and trying his hand at home improvement projects as an aspiring handyman. He regularly attends Franklin Vineyard Church.
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