Board of Directors - Member
Jeff Bone, CPA
VP - Family Wealth Advisor - First Bank
Jeff is a Certified Public Accountant (CPA) and has his Series 7 and Series 65. He holds a Bachelor's Degree in Accounting from Louisiana State University. Jeff is a board member on the Investment Committee for his church and is active in the Missouri Society of CPAs in St. Louis.
Jeff possesses 14 years in the financial services industry. His previous experience includes serving as a wealth management advisor assisting affluent clients in financial and retirement planning, analysis of investment portfolios, diversified tax strategies, life insurance, and estate planning.