Cfp® Jeffrey Vanover

Jeffrey Vanover, CFP®, has a comprehensive work experience in the financial industry. Jeffrey began their career as an Analyst in Temple-Inland's Operations Research Group in 2000 and worked there until 2003. Jeffrey then joined American Express Financial Advisors as a Financial Advisor from 2004 to 2005. In 2005, they joined Ameriprise Financial Services, Inc., where they held various roles including Advisor Coach, Manager in the Advanced Advisor Group, Financial Advisor in the Advanced Advisor Group, Field Vice President (Branch Manager) in the Advanced Advisor Group, and eventually became a Managing Director. Jeffrey worked at Ameriprise Financial Services, Inc. until 2014. From 2014 to 2019, they served as a Managing Director at OakStreet Capital Management Advisors, where they focused on utilizing their Confident Retirement approach to help clients achieve their financial goals. Currently, Jeffrey is a Senior Vice President in the Private Client Group at Hilltop Securities Inc., where they partner with OakStreet Capital Management's team to offer personalized investment advice and wealth management services to clients.

Jeffrey Vanover, CFP®, holds a Bachelor of Arts - BA degree in Humanities/Humanistic Studies and Economics from Rice University, which they obtained between 1999 and 2004. In addition to their bachelor's degree, they have obtained several certifications throughout their career. In 2006, they earned the Accredited Asset Management Specialist® and the Chartered Retirement Plan Specialist® certifications from The College of Financial Planning. In the same year, they also obtained the Chartered Retirement Planning Counselor® certification from the same institution. Continuing their professional development, Jeffrey obtained the Accredited Wealth Management Advisor® certification in 2011 and the Accredited Portfolio Management Advisor® certification in 2012, both from The College of Financial Planning. More recently, in 2016, they became a CFP®, CERTIFIED FINANCIAL PLANNER™ professional, certified by the CFP Board. Lastly, in August 2019, they became a member of the Investments & Wealth Institute.