Jeffrey Nelson, CFP®, ChFC

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Jeff has been with Osaic Welath Inc/Sagemark Consulting (formerly Lincoln Financial Advisors) since 1989 and specializes in providing strategies designed to help successful individuals build and preserve the wealth they have accumulated during their lifetimes. By designing and implementing a financial plan that is based on their objectives and in accordance with present tax laws, the benefit of Jeff’s work can be significant in helping to reduce taxes. In particular, he takes great personal joy in helping clients implement charitable strategies into their estate planning strategies.

Prior to his many years with Sagemark Consulting, he gained extensive business experience as an Officer of a Kansas Bank, as well as a General Manager of a closely-held corporation. Jeff is a member of the Estate Planning Society of Kansas City, the Financial Planning Association, and Sagemark Consulting Private Wealth Services, an internal Osaic Wealth organization of top planners who focus on clients in the high net worth market. He is a Certified Financial Planner® practitioner (CFP®), a Chartered Financial Consultant® (ChFC®), FINRA Series 7 Securities registered, and life insurance licensed. Jeff is a past Board Member and a Lifetime Member of The Resource Group (TRG). TRG is an invitation-only nationwide network of the top planners within Osaic Wealth.

Jeff graduated from Kansas State University in Manhattan, Kansas with a Bachelor of Science in Business Marketing, and he currently lives in Lenexa, Kansas with his wife, Paula, and their two dogs, Ollie and Sabine. In his free time, Jeff enjoys supporting The Leukemia and Lymphoma society, cheering on Kansas City’s Royals and Chiefs, and spending time with his kids and grandkids.