Jeff has 21 years of experience in the financial services industry. Graduating Baylor University with a business degree in 1999, Jeff immediately started working with clients at one of the largest and most respected financial institutions in the country. Seeing firsthand that he was provided limited tools to help clients through a devastating bear market, Jeff pivoted into the independent investment advisor space. He then completed his Certified Financial Planner (CFP®) certification in 2006 to further enhance his education and better equip him to help clients. After 10 years in the independent space working with, and learning from, other excellent advisors, Jeff launch his own firm: Guideline Capital Management. GCM is designed from the ground up with clients in mind and is the culmination of a vision for service and success Jeff had over two decades years ago. Jeff has been married to his college sweetheart, Kari, since 2000. They have two kids, Gracyn and Dalton, and live in McKinney, Texas. When not working, Jeff loves to spend time with his family and friends, enjoys good food, concerts, travel, and being involved with his church family at The Parks.

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Taylor Willingham brings a wealth of expertise and a deep commitment to legacy planning to his role as the founder of WG Plan. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.

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