General Info

Jeff is a Partner and trusted advisor working with Capital Square, LLC since its formation and was previously with Bellwether Investment Group, LLC. Jeff’s belief of “If you succeed, then I succeed,” drives him to provide a high level of client services. He cares for his clients like family and strives to simplify the investment process while giving them the confidence to succeed. His goal is to provide such great service and resources that his clients naturally become his marketing and referral partners.