Jeff Loos, ChFC®, LUTCF
Personal Wealth Consultant
Jeff’s responsibilities include serving clients with comprehensive wealth management, including insurance, asset management, and financial planning for both Knoxville and Tri Cities markets. On May 1st, 2010, Jeff merged his financial services practice into Coulter & Justus Financial Services. Prior to starting his financial services firm in 2007, Jeff worked 9 years in the First Tennessee Bank Wealth Management Division, and initially began his career working as in insurance agent in 1989 with Mass Mutual. Jeff’s areas of expertise include insurance planning & review, asset accumulation, distribution planning, & business continuation consultation. Jeff graduated from the University of Tennessee, Knoxville with a BS in Finance in 1989 and holds the Chartered Financial Consultant (ChFC®) and the Life Underwriting Training Fellowman (LUTCF) designations.
Jeff is married with nine children and enjoys playing golf, basketball, and going to the lake with family. He also has a personal interest in mentoring high school kids and helping families who are seeking adoption.