Jeff Funderburk, CFP®
Jeff joined Legacy Wealth Management in 2011 after spending seven years in the business advisory industry working for KPMG, LLP, a global accounting, tax, and advisory firm in Denver, CO. He served on the management team at KPMG for three years before moving back home to Grand Junction. He graduated Cum Laude as a University Honors Scholar from Colorado State University with a degree in business administration. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Jeff is experienced in several areas of wealth management including: financial planning, investment management, retirement planning, insurance, tax strategies, and estate planning. He excels at analyzing life’s complex challenges, designing creative and effective solutions, and communicating them to clients in a simple and understandable way.
Jeff is married and has two children. He is a Colorado native and enjoys everything Colorado has to offer. Whether it be golfing, fishing, hiking, or camping, he and his family love the Colorado outdoors. In addition to supporting several charitable organizations both locally and nationally, Jeff serves on the St. Mary’s Hospital Foundation Estate Planning Council, and attends Canyon View Vineyard Church.