Jeff Spears is a highly experienced financial services professional with a diverse background ranging from business management to private client wealth management. He studied Bachelor of Business Administration (BBA) with a focus on Finance and Economics at Baylor University, which helped him excel as the head of different organizations throughout his career.

Jeff is a former advisor and CCO at Burford Brothers, Inc, and a former CEO at Sanctuary Wealth Services. He has also served as a Managing Director at Fort Point Capital Partners, Presidio Financial Partners, and Montgomery Securities. Furthermore, Jeff has worked as a National Sales Manager at Bank of America and as a Vice President at First Boston.

Jeff's expertise lies in financial business management and recruiting. He has a special talent for nurturing and managing a team and providing financial consultancy services to clients. As an RIA Strategic Advisor, Jeff has served many clients over the years, bringing his top-notch expertise to the table.