Jeff Watkins

Practice Areas

Jeff is a partner in the firm’s wealth management practice. He helps high-net-worth individuals, families, and business owners preserve and maximize their wealth. Jeff holds a B.S. in accounting from Drake University and a J.D. from Georgia State University.

Career

Jeff spends the majority of his time working with the Firm’s wealthiest families with a focus in business succession planning and estate planning.

Jeff has developed and leads the firm’s holistic advisor training for the Wealth Management practice. There are four three-day courses, that are level based and include case studies to help the firm continue to develop great professionals in the Wealth Management arena.

Personal

Jeff and his wife Tanya, have five children, the last of which recently went to college and Jeff and Tanya are learning the new opportunities associated with less children in the home.