Jeffrey Wetta Email & Phone Number

Jeff began his career as a Financial Advisor in 2003. He specializes in working with successful families and business owners by guiding them through their vital financial decisions. Together they concentrate on growing and protecting the client’s assets, preserving their family legacy, and allowing for the proper transition of those assets. Jeff achieves this by completing extensive planning which allows him to address his client’s financial goals and concerns.“Our mission is to let our clients fully realize the benefits of their wealth. We do that by creating, implementing, and refining customized solutions that encompass and unify our clients’ financial and lifestyle goals & objectives.” Prior to becoming a financial advisor, Jeff helped manage his family farm/ranch and processed egg business which has been in his family for five generations. This experience gave him first-hand knowledge of what it takes to run a successful business and understand the passion, hard work, and family dynamics that business owners have to endure when planning.Jeff holds his Life & Health license and is registered as an investment adviser representative. He received his bachelor degree in Business Management from Friends University. In addition, he graduated from the University of Pennsylvania Wharton School of Business with his Retirement Planning Specialist Certification.Jeff is married with three children. His spare time is spent with his family, helping community charitable organizations, reading, K- State & WSU sports, hunting, and playing golf.

Listed skills include Non Profits, Strategic Financial Planning, Succession Planning, Budgets, and 10 others.