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(865) 226-9982 [email protected]
Andrew Cochran

Jeff Foster, CFP®

Senior Partner
Wealth Advisor

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Professional Background
As a collegiate and professional baseball player, Jeff Foster spent several years competing and learning to succeed. Now, that same drive and determination carry over from the baseball field to his career as a financial planner. He has been helping clients carefully plan for their future for 20+ years. He’s seen highs and lows within the financial world, but his number one priority has remained the same: to make life easier for his clients.  As one of the founding partners, he helps lead our team of advisors and administrative staff. Jeff is also our Chief Compliance Officer.

Jeff started as a financial advisor with Edward Jones in 2000, later opening an independent practice in 2006 in Seymour, TN. For Jeff, family is everything.

Professional Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education
The University of Tennessee, BSBA, in Logistics and Transportation

When Jeff isn’t working…
Jeff’s favorite place to be is anywhere with his family: dinners at home, gymnastics meets, boating on Lake Loudon, UT sporting events, etc. Jeff also CrossFit’s daily and enjoys mountain biking.