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, much of it in executive leadership roles focused on helping financial advisors better plan for and serve their clients.
Over the course of his career, Jeff has helped train and support hundreds of financial advisors across the country. In a prior senior leadership role, he was part of a firm that grew from approximately $100 million to $4 billion in client assets under management and was recognized on the Inc. 5000 list of fastest-growing private companies for five consecutive years.
Today, as Co-Founder, Managing Partner and Wealth Advisor with Wealthspan Investment Management, Jeff helps lead the firm while supporting advisors and clients with financial planning, investment strategy, firm leadership, and long-term 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.
Want to learn more about the Wealthspan team?
Meet the people and resources supporting Rob's client relationships and the broader Wealthspan advisory experience.