Meet the founder
of our company,
Jeff Holmes, MBA .
Jeff Holmes offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. Jeff's focus is on income and estate tax strategies, assisting clients looking to preserve wealth, and increase assets and income. He has been in the financial services industry for 24 years and holds the following securities registrations: Series 7, 65, and 63, as well as Life, Accident & Health, Disability and Property & Casualty Insurance licenses.
Jeff grew up in Deming, New Mexico and received his Bachelor of Science degree in Civil Engineering Technology as well as a Master's of Business Administration from New Mexico State University (NMSU). During his college years he played for the NMSU tennis team. He lived in New Mexico until 1993 when he moved his family to sunny Arizona.
Jeff stays involved in the community and has a passion for teaching. He is an instructor and teaches various Retirement Planning Courses at local Arizona community colleges. He is also active in his church and enjoys spending time with his family, exercising, and, playing tennis. Jeff now lives in Cave Creek, AZ with his wife, Jesslyn, and their daughter, Jasandra.
14362 FRANK LLOYD WRIGHT BLVD, STE 1000
SCOTTSDALE, ARIZONA 85331
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Assured Financial and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2018. Unauthorized duplication of the contents of this website are prohibited. * The designation Certified Estate Planner is issued by the AACEP.