With his thorough understanding of how growth happens for organizations, advisors, and clients, Jeffrey brings a growth mindset to the team and can help these constituents put together a plan designed to further their purpose and growth objectives. Jeffrey focuses on corporate strategy, helping integrate with LPL Financial and ensuring advisors have the right tools to serve their clients.

Jeffrey brings 23 years of sales and leadership experience to Pence Financial Group, more than half of which are in the financial services industry. Before joining the firm, Jeffrey built the new advisor development program at LPL Financial, which is still used today. This program was a finalist for a “Wealthies” award from Wealthmanagement.com. in 2019, which recognizes companies, individuals and organizations that are bringing innovations to market that make a difference to the daily activities of financial advisors.

Jeffrey earned a B.A. in communications from the University of Wisconsin and currently resides in San Diego with his wife and four children.