June 25th marks our first anniversary. It seems as though it was just yesterday that I put my trust in you, my clients, and decided to take the leap of faith to start mFORCE Capital. I can say that with all its challenges, late nights, and unanticipated turns and twists, it has been worth it. My team has successfully transitioned more than 90% of the assets I managed while at Merrill Lynch.
I am especially grateful for every one of you that made this transition with me. Your loyalty has made this dream a reality and I can’t say “Thank you” enough. I know the move to independence will benefit each of you along the way as we move through life together. The move to partnered independence opened a vast network of resources. It is through these partnerships and resources that we will continue to offer enhanced investment solutions in both challenging and stable market conditions.
To my new mFORCE family members, I am thrilled that you joined us in our inaugural year. We have so much to offer you and my team looks forward to growing alongside you.
Our goal is to deliver honest, clear and concise information in a way that improves the quality of life for our clients. We will continue to provide impeccable service and objective, thoughtful advice along with best-in-class solutions.
I look forward to the coming year and all the successes it will bring. We are here to help you maneuver through life’s financial complexities and serve you in any way we can.
Thank you for placing your trust in us!
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Using a broad range of experience in investment management, he's built his business into a comprehensive planning, investment, and business succession firm. Over the years, he has helped business owners, families, and professional organizations achieve their financial goals, including preservation of assets, financial innovation, and overall positive outcomes to complex financial matters. He strives to be innovative in plan design and investment structuring.
Jeff practices the discipline required to achieve his clients’ greatest goals. He advises clients with clear communication while developing strategic plans, especially when intricate decisions are required. His goal is to support his clients by guiding them through the many facets of wealth management, in an easy-to-understand manner, empowering families and organizations for generations to come.
Jeff has been married to his wife, Stacey, for 29 years. They are blessed with 2 children, Hanna and Sam. He has been enjoying the “grandfather life” since August 2022. Jeff coached his children for many years in their sports programs while volunteering in city leagues and school booster clubs. He is a leader at his church, serves his town as a City Council member and Mayor Pro Tem. Jeff is also a member of the Economic Development and Town Financial Audit teams. Jeff and Stacey reside in Pantego, TX.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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