About Jeff
MavenCross Wealth Advisors® represents over 150 years of combined experience in the financial services industry. We believe everyone wants an amazing relationship with a financial advisor, they just don’t know where to turn. Our team shares a passion for delivering personalized financial advice to help clients achieve their goals. Together, we will determine your goals, create a plan, track your progress, and make ongoing recommendations to help prepare you for whatever life brings. Our practice vision is clear . . . "To be the obvious choice for guiding clients to joyfully steward their resources."
Education
Bachelors
Licenses
Series 7
Series 24
Series 66
Other Credentials
ChFC®
CRPC®
AEP®
APMA
CKA®
BFA
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
1
Member Since
2008
Other Credentials
6
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.