
Jeffrey (Jeff) Shaughnessyemail
Bluecrest Financial Alliances - Tulsa, OK
Tulsa, OK 74114
Professional Story
Jeff is a native of New Hampshire who holds a bachelor’s degree in business management from Oral Roberts University. Since graduating, he has been living in Omaha, NE and working as a wealth advisor. Jeff has been industrious in his career and has started several businesses, including a meal prep food service, and managing real estate. Jeff's passion for helping people extends beyond his profession. Seeking opportunities to better his community, he is an active member of a local church and enjoys engaging in outreach.
Jeff's personal growth has paralleled his professional achievements. He met his wife, Brittany while living in Omaha and they married in July 2022. Jeff and his wife recently moved to Tulsa and joined OND, where he will continue to grow his career and partner with his oldest brother, Tom, a senior partner with OND.
Believing in the importance of financial planning, Jeff witnessed its real-life impact when he lost his mother to cancer in 2005. His family’s experience in wealth advising has inspired him to work to help others to prepare for their futures and make the most of financial opportunities for their families.
When Jeff is not working, he enjoys outdoor activities, such as biking, pickleball, and working out. He also enjoys trying new restaurants, traveling, and attending concerts. His favorite spot in the world is on a beach in the Caribbean.
Education
Oral Roberts University
Affiliations & Memberships
BNI
Community Involvement
Jenks Chamber of Commerce Board of Directors
Languages: English
Specialties:Business Owners, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Estate Planning, Risk Management Strategies, Financial Planning, Business Succession Planning, Investment Strategies
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