Wealth Manager Evidence-Based Investing Advocate at Sandene Strategies, LLC.
Jeff is a seasoned financial executive, who recognizes the transformative impact distributed ledger technologies will have on the financial services industry. His technology mission is to learn more about blockchain’s issues and potential, and to spread this knowledge across industries. Jeff is a member of Metroplex Tech Titans’ Blockchain Forum committee, and frequent attendee of blockchain conferences. Jeff has twenty-two years of experience as a wealth manager for corporate executives, entrepreneurs, and retirees. He founded his current firm in 2005. A competitive distance runner, Jeff incorporates the planning, discipline, and perseverance required for athletic success into customized Marathon Wealth StrategiesTM for accumulating and protecting his clients’ financial assets. Jeff is an avid reader and a big believer in the continuous process of self-improvement. In 1988, he earned an MBA in Finance from The University of Texas at Dallas. His professional designations include Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He’s currently writing a book on evidence-based investing. Jeff has completed twenty marathons, including four Boston Marathons used to raise $20,000 for March of Dimes. He’s an active member of Toastmasters International, and a fan of Dallas Stars hockey.
Session Oct 12, 2018