Jeffery Cole

Prior to becoming a fiduciary advisor, Jeffery was an award winning author, an experienced design engineer, and a pastor. Jeffery has been married to his beautiful wife, Melissa, for over thirty years. In their twenty-eighth year of marriage, a miracle happened and they welcomed a beautiful baby girl into their family. Isabel is their only child and the apple of her father's eye.

Jeffery entered the fiduciary advisor space after spending the better part of a decade caring for his parents in their retirement years. He found that, like many, they were fairly unprepared for what their latter years had in store for them. They never dreamed that inflation would eat away at their once respectable fixed income and they certainly were not prepared for the toll that Alzhiemer's, heart disease, and cancer took on their family, both emotionally and financially. The experience Jeffery gained while navigating the retirement, insurance and healthcare systems during those years turned into a calling. He now helps others to be more prepared for the challenges that life throws at them while also having the ability to be more effective in their community, as Jeffery's parents were always very generous and it pained them that they couldn't give more in their later years.

Jeffery now engineers solutions to financial problems with the creativity of an award winning novelist and the relational focus of a pastor. Jeffery loves helping people clarify their own vision, while implementing and managing a system that will carry it out, so they are free to be building space in their story for the things that are important to them.