Jeff is a Director in the Fixed Income Group at Northland Securities in our Kansas City office. His primary responsibility is working with Institutional clients by developing targeted strategies using fixed income markets to reach individual objectives.

He holds the following securities licenses:

• Series 24 – General Securities Principal Exam
• Series 7 – General Securities Representative Exam
• Series 63 – Uniform Securities Agent State Law Exam

Background

Jeff joined the Capital Markets Group of Country Club Bank with over 20 years of experience in fixed income markets. As of October 1, 2025, Country Club Bank merged with First National Bank of Omaha and the CCB Capital Markets Group began operating as Northland Fixed Income in its move to Northland Securities. We continue to assist banks, corporations and financial institutions of all sizes develop and execute fixed-income investment strategies. We specialize in helping community banks across the country with investment and portfolio strategies, while providing efficient trade execution and taking into consideration each investor’s unique situation and objectives.

Jeff has a broad background in trading, sales and management at the institutional level and has worked at several large financial firms such as LaSalle Bank, Raymond James, and UMB Bank. He has traded all taxable fixed-income products with significant experience trading mortgagebacked securities (MBS). More specifically, CMOs and commercial MBS. His experience also includes trading floating-rate CMOs, derivatives, and he has a background in structuring and analysis. Jeff has extensive relationships throughout the industry and offers a diverse understanding of the institutional investor working with community bankers, asset managers, insurance companies and hedge funds.

Jeff is a graduate of Missouri State University. His family currently lives in Leawood, KS. He is married to Cathi and has two children, Megan and Alex. He enjoys the outdoors, sports and is an avid golfer.