Financial Advisor – Partner
After a successful career in a utility company, Jeff Newburn began working in the financial services industry for an insurance company. In time, Jeff became uncomfortable focusing solely on selling products and joined a financial planning firm and became a Certified Financial Planner practitioner.
In 2010, Jeff moved further toward independence by forming a Registered Investment Advisory firm — Plan2Thrive Financial Services — with a focus on planning and coaching services that empower individuals and families to make financial decisions that align with their unique needs and values.
Jeff has been married to Sharon for 36 years and has two grown children. His daughter Rose is married to Willie and has four children, 12, 10, 8 and 6. Ben is a musician. They split their time between Iowa and Wyoming.
Jeff is a received his life coaching certification from the Professional Christian Coaching Institute and leads mastermind groups for business owners. He is the author of Created in God’s Image to Reign and is on the board of THRIVEtoday, which trains people in how to have better relationship with insights from brain science and spirituality, and is active in his church with mentoring and coaching.