Jeff Kort | CFP®
Jeff Kort is a CERTIFIED FINANCIAL PLANNER™ professional. He has focused on helping his clients plan for each of life’s transitions, from career changes to sending kids to college, planning for retirement and more. As a fiduciary, Jeff puts his clients first and personally customizes financial solutions to achieve specific, personal objectives.
As a 24-year veteran of Sprint, Jeff credits his former employer with providing him with a client-first focus, and with the experiences of a wonderful career managing finance, marketing and sales organizations in Kansas City, Atlanta, and Dallas.
MMFA leverages a team approach for client management to recognize the synergies of individual expertise throughout the practice. The objective is to enhance and preserve your investments to meet your individualized goals. This, in addition to the team’s unique, proprietary investment process, focuses on reducing risks, addressing underperformance, and minimizing losses when markets drop.
Jeff’s Background and Experience
Born in Kansas City, and an adopted native of Dallas for 20+ years, Jeff graduated from Indiana University with an accounting degree and earned his CPA while with Coopers & Lybrand. Jeff also earned both a Master of Business Administration (MBA) and a Certificate in Financial Planning. Jeff is also a graduate of Leadership Richardson, a unique program for participants to enhance their personal and organizational leadership as they relate to community trusteeship.
Get to Know Jeff
On his days off, Jeff relishes his roles as a Sunday school teacher and board officer at Temple Shalom; Merit badge counselor and committee member for Boy Scout Troop 444 at Arapaho United Methodist Church; and serves on the Prestonwood Homeowners Association Board.
Married 25+ years, Jeff and Kimberly love theater, sports, dining and traveling (together ☺). Their children, Dylan and Sydney, are their greatest joys. Dylan studies Communications and Creative Writing at Baker University, and Sydney is currently attending Richland College and studying to become a licensed physical therapist.
Contact Jeff today to set an appointment.