Our People

Jeff Wylie, AIF® has spent 41 years nurturing, educating, and assisting clients grow and protect their assets Jeff is an Independent Financial Advisor and is registered with Cambridge Investment Research, an independent broker dealer.

During the last 41 years Jeff has been an active member of the Financial Services Industry serving on various Boards and leadership positions of Industry Organizations.

Jeff is an Accredited Investment Fiduciary (AIF®) and spends much of his time educating and assisting with the planning goals of employees of corporate client organizations throughout Louisiana & Mississippi & Texas.

Jeff's core competencies include retirement plan design, investment policy statement consulting, investment manager peer review, risk assessment, employee education, and asset allocation.