A transplant from Iowa to Florida, Jeff has embraced Unique Wealth and the Sunshine state. Starting his wealth management career in 1998, Jeff has vast experience and specializes in working with high-net-worth individuals and families to navigate complex financial decisions, from retirement planning, risk management and investment strategy.

Jeff earned a Bachelor’s degree from the University of Iowa and is a Certified Financial Planner. Known for his easy, laid-back approach, Jeff takes the time to understand each client’s unique goals and aspirations, tailoring his recommendations to align with their vision for the future. His deep expertise in financial planning, tax strategies, and portfolio management allows him to craft customized solutions that deliver long-term financial success and security.

Outside of work, Jeff enjoys spending time with his wife, Rae, and feline friend, Ruby. He is an avid runner around Tampa Bay, participating in way too many races to remember. Although sleeping in a tent has been challenging, a new hobby of backpacking and hiking the Appalachian Trail and numerous “14ers” in the Colorado Rocky Mountains has been very rewarding.

With over 15 years of experience in financial planning, Jessica is dedicated to helping individuals and families achieve their financial goals with personalized care and expertise. She earned her bachelor's degree from The Master’s College in Santa Clarita, California, in 2001, and became a CERTIFIED FINANCIAL PLANNER^TM Professional in 2014, solidifying her commitment to excellence in the field.

Born and raised in Florida, Jessica blends her professional knowledge with a passion for empowering others. An avid traveler, she has explored 26 countries and 48 states, embracing the richness of diverse cultures alongside her husband, AJ. She also finds joy in working out, walking, and spending time with her beloved cats, Chloe and Nala.

In addition to her professional and personal pursuits, Jessica is deeply involved in her church and community. She volunteers with Big Brothers Big Sisters, mentoring and making a positive impact on young lives. Family, faith, and service are central to her values, and she brings these same principles to her work.

Jessica is passionate about delivering financial planning solutions that inspire confidence and guide Unique Wealth's clients toward lasting success.

Travis has over 15 years of experience in financial services, providing comprehensive wealth management and financial planning solutions. Born and raised in Vermont, Travis has a deep appreciation for building strong, community-focused relationships. Since beginning his career in 2007, he has helped individuals, families, and businesses achieve their financial goals with tailored strategies. Travis is dedicated to delivering expert advice and a client-first approach.

When he’s not working, Travis enjoys staying active by playing hockey, soccer, and lacrosse. He also values family time with his wife and their three daughters, especially during trips to Disney. Whether guiding clients through complex financial decisions or creating cherished memories with his family, Travis combines expertise, dedication, and a personal touch in all that he does.

Kyle is a Tampa Bay native,  and passionate financial planner. A graduate of the University of Florida, Kyle combines his academic foundation with a deep-rooted love for his community to help families and individuals achieve their financial goals.

When Kyle isn’t working, he enjoys spending time with his wife, Paige, and their two young sons, Elliot and Luka. He’s an avid outdoorsman who loves watersports, fishing, and playing music. A lifelong sports enthusiast, Kyle proudly cheers for the Tampa Bay Rays and Florida Gators.

Through his work, Kyle is committed to helping others create lasting financial security, so they can focus on what truly matters—family, passions, and the future.