Jeffrey Lancaster, CFP® CPA*

Click here to schedule an appointment with Jeffrey. 

Jeffrey is excited to use his background in accounting along with his love of meeting new people and building relationships to begin a career in financial advising. He believes financial planning is about more than just numbers -- it's about connecting those numbers to what truly matters in your life. His passion is helping people gain clarity and confidence in their financial future so they can focus on what they love most.  Whether it is building a legacy, achieving career freedom, or simply creating more time for family, he takes pride in crafting strategies that align finances with life's biggest priorities.

Jeffrey tries to approach every client relationship with a commitment to making a meaningful difference. His goal isn't just to utilize tax strategies or investments plans -- it's to help people feel at peace with their financial decisions so they can live with purpose.

Outside of work, Jeffrey loves spending time with his wife, Anne Russell, and their rescue pup, Rudy. He enjoys connecting with friends, attending live performances, exploring new restaurants, and playing pickleball.

*Licensed but not practicing on behalf of MassMutual or MML Investor Services, LLC or its affiliated companies. Authorized for accountancy services in the following states: TN