Focus:
Jeffrey Upchurch started his financial advising career in 1987. Now, he serves as the Managing Director at Entandem Wealth, where he is dedicated to providing clients with a comprehensive wealth management approach.
Jeffrey’s career began with distinguished service in the U.S. Navy as a Submarine Officer, where he developed a disciplined approach to leadership and financial strategy. An Eagle Scout, Jeffrey’s dedication to excellence has been a guiding principle throughout his career.
As Founder and Managing Director at Entandem, his mission is to assist clients in four primary areas: preparing and preserving wealth, pursuing growth, implementing tax-effective income strategies for retirement, and establishing tax-advantaged estate plans for legacy preservation. Known for his bright and knowledgeable approach, Jeffrey values long-term client relationships and is committed to helping clients make sound financial decisions while striving to avoid common pitfalls.
Education and Credentials:
- Bachelor of Science in Marine Engineering, United States Naval Academy (Graduated with Distinction)
- U.S. Navy Submarine Officer
Outside of Work:
Born and raised in St. Louis, Missouri, Jeffrey enjoys spending time with his family at the beach and fishing. His personal hobbies include motorcycling, golfing, and working on cars. Over the next five years, he looks forward to building a new office with his colleagues, Ann and Kimey, and in the next decade, transitioning to a reduced role as he supports Ann in taking the reins at the practice.
CA Insurance License #0D34512
