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Partner

Jeff Moss

Accreditations/Education:

CERTIFIED FINANCIAL PLANNER Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Finance, Texas Tech University
MBA – Finance, Texas Tech University
MS – Financial Planning, Texas Tech University
(Summa Cum Laude)

Previous Experience:

Jeff began his career as a senior analyst for a Dallas-based wealth management and financial planning firm, working primarily with business owners and C-level executives to develop customized high-net worth planning strategies. Prior to partnering with Jason and Michael to form Moss, Luse & Womble, LLC, Jeff served as a financial planner for a larger area firm that focused specifically on serving dental professionals at various stages in their professional careers.

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Family Life:

Jeff and his wife, Stefanie, have three boys — Preston, Ethan and Owen.

Outside the Office, You’ll Find Him:

In his downtime, he enjoys watching the Texas Tech Red Raiders and the Texas Rangers. He is also a volunteer coach for his boys’ sports teams. And on October 31, this huge Halloween fan can’t resist putting on a good “haunt” with family and friends in his elaborately themed front yard.

Something Most People Don’t Know:

Jeff won a public speaking competition in college.

Words of Wisdom:

The moment you decide you know everything about something is the moment someone else surpasses your knowledge. Humbling yourself, by recognizing that you can always learn more about any given subject, will leave you open to positive change and ready to take advantage of new opportunities, in business and in life.

Team Moss


Paraplanner: Kara Wilson

CSS Manager: Melinda Johnson

 

What Our
Clients Say

Domique

“Massively increasing our net worth and projecting retirement dates that are, in all honesty, earlier than we want—individualizing our financial planning. Planning to afford the lifestyle we want, save, and have peace of mind -we are working towards financial freedom far earlier than we could have. MLW and our financial planners and team truly offer financial services, they embody client services and customer success principles. No cookie cutting here, but they do bake you cookies.”

Dominique Fufidio, DDS
Dallas, TX


DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.


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CS105467

“The greatest benefit of our years spent planning with Jackson has been tracking the progress of our finances from residency and starting a practice to building and maintaining a successful office, and at the same time, looking to the future and knowing that we will understand our preparation for future retirement.”

Blake Hemphill, DDS, MS
Celina, TX


DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.


Read Full Testimonial

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