Jeff D.

Jeff D. Email and Phone Number

Managing Director - A Boutique Wealth Management and Financial Planning Firm @ InTrust Advisors, Inc.
tampa, florida, united states
Jeff D.'s Location
Tampa, Florida, United States, United States
Jeff D.'s Contact Details

Jeff D. work email

Jeff D. personal email

n/a
About Jeff D.

Do you struggle to plan for or manage the complexity in your personal finances or in your family owned business?I solve this.I help you determine your specific goals and dreams and then assist you in developing a plan to achieve those financial objectives. We make specific recommendations and work with you to see these action items are completed. For larger estates, we can also relieve you of the burden of managing and administrating your finances.Do any of these sound familiar….► You struggle to understand whether you have enough resources to meet your future goals► You spend time worrying that a market decline could upset your plans► You pay too much in taxes and are looking for new ideas► You worry how you will transition your business to future generations, key employees or an outside buyer► You struggle with the burden of managing a complex estate and need help coordinating and overseeing your many assets or advisorsMy name is Jeff Diercks and I help affluent families and family-owned businesses plan for and reach their financial goals & objectives through a consistent, objective process that yields tremendous peace of mind.I help affluent clients reduce income taxes, maximize their assets over multiple generations, decrease portfolio volatility and increase returns over complete market cycles.Do you want to?► Have a plan for your financial goals and objectives► Receive more guaranteed income for life► Reduce the likelihood of damaging market moves► Reduce your income taxes► Plan for the transition of your assets or business► Simplify your financial life► Maximize your estate across generationsIf you answered “yes” to any of these, here is an easy way to get started:Our Free Second Opinion! Sign up at http://www.intrustadvisors.com/second-opinion-sign-up.html

Jeff D.'s Current Company Details
InTrust Advisors, Inc.

Intrust Advisors, Inc.

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Managing Director - A Boutique Wealth Management and Financial Planning Firm
tampa, florida, united states
Employees:
3
Jeff D. Work Experience Details
  • Intrust Advisors, Inc.
    Managing Director ♦ A Boutique Wealth Management And Financial Planning Firm
    Intrust Advisors, Inc. Oct 1997 - Present
    Tampa/St. Petersburg, Florida Area
    Owner, CEO and Managing Director of InTrust Advisors. The firm is a boutique wealth management and financial planning firm focused on helping affluent families reach their important financial goals and dreams.See our insights at http://www.intrustadvisors.com/insights.
  • Reborn Ministries, Inc.
    Board Of Advisors
    Reborn Ministries, Inc. Oct 2020 - Present
    Murphy, North Carolina, United States
    Reborn Ministries partners with churches and other evangelical organizations, redefining and enhancing their neighborhood outreaches through training, equipping, and mobilizing ordinary believers through teaching and practical hands on situations to confidently venture outside the safety of their churches to share the Gospel.
  • Messenger Films, Inc.
    Treasurer ♦ Board Of Directors
    Messenger Films, Inc. Oct 2016 - Dec 2023
    Tampa/St. Petersburg, Florida Area
    Messenger Films seeks to engage spiritual seekers through films of beauty, stories of hope. We are currently working on the distribution and marketing of Let Me Have My Son.Messenger Films has previously produced, directed or written such film titles as Sabina K., Final Solution, Undaunted, Con Quien Te Vas?, The Bill Collector, First Landing, More Than Dreams and Ropa Nueava Para Felipe. Find out more at www.messengerfilms.com.
  • Woodlynne Farms
    Chief Grower / Owner / Microgreen Grower
    Woodlynne Farms Jul 2021 - Oct 2022
    Tampa, Florida, United States
    Woodlynne Farms delivered healthy, all natural, hydroponically grown microgreens to South Tampa residential and commercial customers.
  • Cci - Equipping Leaders Globally.Com
    Treasurer And Secretary ♦ Board Of Directors
    Cci - Equipping Leaders Globally.Com Apr 2010 - Dec 2016
    Tampa/St. Petersburg, Florida Area
    CCI glorifies God by equipping nationals with comprehensive training for effective local church ministry, church planting efforts and cross cultural missions. Our vision is to impact the world with the gospel through the equipping and multiplying of Christlike leaders.
  • A Door Of Hope (Formerly 4Kids Of Tampa Bay)
    Treasurer ♦ Board Of Directors
    A Door Of Hope (Formerly 4Kids Of Tampa Bay) Oct 2009 - May 2016
    Tampa/St. Petersburg, Florida Area
    A Door of Hope, Inc. (formerly 4KIDS Tampa Bay) is a faith-based non-profit organization that focuses on recruiting and licensing safe, loving and stable foster families and others from the community of faith to help children who have been removed from their home due to abuse, neglect and/or abandonment. A Door of Hope is committed to supporting foster families and foster children in Pinellas, Hillsborough and Pasco Counties. Our goal is to make sure that every child has the opportunity to experience the life they deserve and become productive and influential members of society.
  • Stock-Signal.Com
    Managing Partner ♦ Trend Following Signal Site
    Stock-Signal.Com Jul 2011 - Dec 2014
    Tampa/St. Petersburg, Florida Area
    Stock-Signal.com provided trend following "buy"​ and "sell" signals on a seven market indexes for a low annual subscription fee. This site is no longer active.
  • Private Family Office
    Family Office Manager ♦ Problem Solver ♦ Trusted Advisor
    Private Family Office May 1995 - May 2002
    Tampa/St. Petersburg, Florida Area
    Family office head for a $130 million net worth public restaurant chain family with individuals scattered throughout the Eastern U.S.
  • Tunstall Consulting, Inc.
    Managing Director ♦ Business Advisor
    Tunstall Consulting, Inc. Dec 1989 - Apr 1995
    Tampa/St. Petersburg, Florida Area
    Managing Director over firm providing capital market access to small to medium businesses nationwide.
  • Kpmg Peat Marwick
    Supervising Senior Accountant
    Kpmg Peat Marwick May 1986 - Dec 1989
    Indianapolis, Indiana Area
    Auditor with Big 6 accounting firm. Spent time on both the audit and tax side as well as handling special procedure engagements.

Jeff D. Skills

Investments Investment Advisory Financial Planning Retirement Planning Wealth Management Portfolio Management Estate Planning Asset Managment Hedge Funds Wealth Planning Cash Flow Planning Individual 401 Advisory 401k Rollovers Family Office Services Board Representation Facilitating Family Meetings Private Family Trust Companies Private Investment Business Forecasting Tax Planning Tax Work Development Temporary Cfo Services Limited Capital Formation 401 Retirement Savings Plans Key Executive Life And Disability Plans Business Continuation Supplemental Executive Retirement Plans Section 162 Bonus Plans Group Carve Out Plans Split Dollar Plans Family Entity Accounting Life Insurance Planning Annuity Planning Private Placement Life And Annuity Insurance

Jeff D. Education Details

Frequently Asked Questions about Jeff D.

What company does Jeff D. work for?

Jeff D. works for Intrust Advisors, Inc.

What is Jeff D.'s role at the current company?

Jeff D.'s current role is Managing Director - A Boutique Wealth Management and Financial Planning Firm.

What is Jeff D.'s email address?

Jeff D.'s email address is jd****@****ors.com

What is Jeff D.'s direct phone number?

Jeff D.'s direct phone number is +181385*****

What schools did Jeff D. attend?

Jeff D. attended Indiana University - Kelley School Of Business, Purdue University.

What are some of Jeff D.'s interests?

Jeff D. has interest in Stock Signal, Lightning Hockey, Rays Baseball And Buccaneers Football, Investing, Etf Trend Following, Cycling, Com, Retirement Planning, Wealth Management, Also Investment Advisory.

What skills is Jeff D. known for?

Jeff D. has skills like Investments, Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, Asset Managment, Hedge Funds, Wealth Planning, Cash Flow Planning, Individual 401 Advisory.

Who are Jeff D.'s colleagues?

Jeff D.'s colleagues are Wayne A. Corbitt, Cmt, Keith Hruby.

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