Jeff Waller

Jeff Waller is a seasoned insurance and financial advisor with Summit. He began his career at a leading insurance company, where he developed expertise in insurance management and client relations. He later transitioned to a national advisory firm, specializing in creating personalized financial strategies for his clients. Jeff holds a bachelor’s degree in Spanish from the University of North Texas.

Known for his creative solutions and strategic experience, Jeff helps clients achieve their investment objectives. A highly motivated and principled leader, he has a unique ability to connect with people. He believes that strong relationships are the foundation of success and is passionate about serving as both an advocate and a resource for his clients.

Jeff employs a collaborative, team-based approach, working closely with other advisors to foster trust and deliver tailored solutions. He connects clients with the right team members to address their needs and consistently provides guidance through a process-driven strategy, prioritizing client goals over products.

Jeff is deeply devoted to his faith, family, and helping others. He met his wife, Julie, at the University of North Texas, and they have been happily married for over 23 years. Together, they are blessed with two daughters. An avid outdoorsman and motorcycle enthusiast, Jeff enjoys spending time in nature whenever possible.