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Jeffrey Small, CERTIFIED FINANCIAL PLANNER™, joined the Tulsa Wealth Advisors Team in 2018. He has been in the financial services industry for the last 19 years working with individuals and foundations in the areas of financial planning and asset allocation strategies. Jeffrey knows that every client has their own story and everyone’s financial journey is different. Through the financial planning process, he works to understand their needs, wants and vision to tailor a plan specifically for them.
Jeffrey earned a Bachelor of Science degree, majoring in Financial Planning and Counseling, from Purdue University. He is also a member of the Tulsa Estate Planning forum and is working toward earning his Accredited Estate Planner designation.
Jeffrey and his wife, Amber, enjoy spending time with their children Aiden and Mackenzie and are members of Harvard Avenue Christian Church.