Firm leadership
Meet Jeff Stukey
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
Wealthspan Investment Management
Jeff Stukey has more than 25 years of experience in the financial services industry, including senior leadership roles focused on supporting financial advisors and helping them better serve their clients.
In a prior senior leadership role, Jeff was a member of the leadership team at a firm that grew from approximately $100 million to $4 billion in assets under management. During that period, the firm appeared on the Inc. 5000 list for five consecutive years.
Today, as Co-Founder, Managing Partner and Wealth Advisor with Wealthspan Investment Management, Jeff co-leads the firm while working with advisors and clients on financial planning, investment strategy, portfolio management, firm leadership, and long-term financial decision-making.
A Broader Perspective
After more than two decades working with financial advisors and clients, Jeff has seen how closely investment decisions, financial planning, advisor resources, and the client experience are connected.
His role at Wealthspan is to help create an environment where advisors have the resources and support they need while client relationships remain personal, thoughtful, and focused on long-term financial goals.
Jeff's approach
Relationships first. Thoughtful advice. A team clients can depend on.
Jeff believes strong advisory relationships begin with understanding the client's circumstances, communicating clearly, and keeping financial decisions connected to the client's broader goals.
His perspective is also shaped by watching his parents work hard while struggling financially during much of his childhood and early adult life. That experience reinforced his belief in the importance of financial education, thoughtful advice, and helping families make informed decisions about their future.
Experienced leadership. Personal attention.
Jeff contributes leadership and financial planning experience to the broader Wealthspan team. Rob is your direct point of contact for discussing your financial priorities and next steps.