Meet Jeff
Jeff Carlton is a Director of Business Development based in Bedford, Texas.
Jeff is in charge of business development for the Bedford office. After graduating from Rhodes College with a Bachelor of Arts in International Business and earning his MBA from Dallas Baptist University, Jeff worked for five years with Managing Director, Partner & Wealth Advisors Brian Armstrong and Shawndi Purselley at another independent financial advisory firm prior to joining the team. Jeff stays active volunteering with his son’s high school band booster club and has completed three full marathons. He and his wife Jennifer live in Fort Worth and have three children.
