Background & Family Life
Jeff Elliott has been happily married to his wife Kelsey since 2016, and together they have two wonderful children, Trenton and Carley. Recently, Jeff and his family moved from Florida to Little Elm, Texas, to be closer to their extended family in Oklahoma. While they miss the beach, Jeff and his family have embraced their new surroundings by spending weekends watching football, having cookouts, and drawing big chalk murals on the sidewalk with Carley. They also love exploring local kids’ museums, with the Crayola Museum being a recent favorite.
Even though he is a self-proclaimed “peanut butter and jelly kind of guy,” Jeff enjoys checking out new restaurants with Kelsey, who used to be a chef. Together, they explore the local food scene, even though Jeff keeps things simple. His son Trenton plays basketball, while Carley enjoys swimming and ballet, keeping the family on their toes with all the activities. And as a proud Oklahoma Sooners fan, Jeff is always ready to cheer them on—Go Sooners!
“Known for his calm demeanor and ability to see both sides of a situation, Jeff has naturally gravitated toward being a mediator in both personal and professional settings. His gift for providing sound, unbiased advice has made him the person family and friends turn to when navigating challenges. This skillset translates perfectly into his work in the financial industry, where he enjoys helping clients think through their options and find peace of mind in their decisions.”
– Ken Moraif
Business Philosophy
Having helped his own parents plan for their retirement, Jeff finds deep fulfillment in assisting families with their financial futures. His focus is less on the dollar amount and more on how many families he can help. As the oldest sibling in his family, Jeff has always looked out for the younger ones, a quality that continues to define his approach to working with clients. For Jeff, it’s all about ensuring people are taken care of, just as he would for his own family.
Education
Chartered Retirement Planning Counselor™ Expected November 2024
Bachelor of Business Management, University of Central Oklahoma, 2011
Prior Business Experience
Vice President, Fisher Investments
Wealth Management Advisor, Merrill Lynch Wealth Management