about us

Team Members

  • Jeff Feliciano

    Executive Vice President of Sales

    With over 18 years-experience in the financial services industry, Jeff has built his business primarily with successful entrepreneurs, key executives, and pre-retirees. In his never-ending pursuit of success, he has achieved the professional designations of CFP (Certified Financial Planner), CEP (Certified Estate Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant). With his vast knowledge in all aspects of financial and estate planning, his practice primarily focuses on Comprehensive Wealth Management for his clients. He is a member of the Financial Planning Association, National Association of Financial Advisors, and the National Association of Life Underwriters. Jeff also serves the firm as the Vice President of Wealth Management and as a presenter and keynote speaker for many FFG and Affiliated Advisor programs throughout thecountry.

    Along with his wife, Marci, Jeff is an advocate and supporter of fund raising, awareness, treatment and prevention of children’s mitochondrial diseases, as well as all other pediatric related illnesses. Jeff lives in Tyler with his wife, Marci, and their children Jacob, Julia, and Jenna. Continuing to live within their heart is their precious son, Jackson Thomas Feliciano (9/2/05 – 10/5/07).

    Email Jeff