Jeff Wright, CFP®, ChFC®, CLU® Investment Advisor Representative
Jeff has always been committed to leadership and public service, having served in the United States Marine Corps. Now, at Teamwork Financial, he uses that same commitment to service to help clients navigate complex financial decisions and build tailored financial plans that align with their unique goals and values. He brings a deep understanding of tax, estate and compliance matters, as well as risk and investment management.
Inspired by his father’s career in accounting, Jeff began his own career in financial services shortly after graduating from Marist College in 1994. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations. Beyond his military service, which ended in 1997, he was elected to two terms as the mayor of Newington, Connecticut, serving from 2007 to 2011.
A resident of Cypress, Texas, since 2011, Jeff has been married to his wife, Marina, for over 30 years. He enjoys spending his time with his three adult children, Luke, John and Grace, and the family’s two dogs, Lucy and Missy. Outside of the office, Jeff is active in his church. In his free time, he enjoys playing golf, traveling with Marina and going on cruises.