Our President, Jefferson Wells, JD, PhD, ChFP is a unique and trusted adviser who has training and expertise in 

 

• financial planning

• asset protection

• business

• estate planning

• finance

• law

• psychology 

 

Jeff is the author of the book:  The Handbook of Human Nature, the Mind, and Happiness!

  

He has been serving his clients for more than 30 years.  He is a Chartered Financial Planner, a prestigious credential granted by The American Board of Standards.

 

Jeff works with companies, organizations, nonprofits, small business owners, families, and individuals!  

  

Happiness, life satisfaction, well-being, and financial security are common aspirations of all of us.  Jeff's focus is to help you achieve these aspirations through effective accounting systems, financial planning, estate planning, asset protection, and life planning.

     

Jeff has the following earned degrees:  BA, MBA, JD, PhD.  He attended the University of Missouri, the UMKC School of Law, Central Michigan University, LaSalle University, and the Graduate University of America.