Jeff is the Senior Fiduciary Officer for the firm. In addition he is a member of our client service team with a focus on wealth strategies and planning. Prior to joining Diversified Trust he was a Senior Vice President and Senior Trust Officer with U.S. Trust, Bank of America Private Wealth Management, where he served as the senior fiduciary officer for the region. Additional previous experience includes serving as Managing Attorney for the Tennessee office of Vasallo Law, P.L., a Miami-based boutique tax and estate planning law firm, as Vice President and Trust Advisor for The Northern Trust Company, as Assistant Legal Counsel for the Southern Farm Bureau Life Insurance Company, and as an Attorney for Page, Kruger & Holland, PA.
Jeff received a Bachelor of Arts in Political Science from the University of Mississippi and his Juris Doctor (J.D.) from the Mississippi College School of Law. He has also received the Master of Laws (LL.M.) degree in Estate Planning from the University of Miami Law School. Jeff is actively involved with numerous community and professional organizations, including service as a Board Member of The Westhaven Foundation, The Planned Giving Council of Middle Tennessee, as well as the Executive Council of the Estate Planning and Probate Section of the Tennessee Bar Association, for which he served as Chair in 2016- 2017. Jeff is also an active member of the Estate Planning Council of Middle Tennessee, the Williamson County Bar Association and The Heritage Foundation of Williamson County. Jeff is currently serving a five-year term as a Commissioner on the Historic Zoning Commission for the City of Franklin, Tennessee and is a Member of the District 6 Investigation Committee of the Tennessee Board of Law Examiners.