Jeffrey was born and raised in South Milwaukee, Wisconsin. During high school and after graduation, he worked for Kohl’s Food Store for five years, during which he worked his way to a Department Manager. In 1977, Jeff met his future wife, Roberta, and they were married in 1978.
Soon after he and Roberta were married, an opportunity presented itself for Jeff to own a trucking business, thus his self-employment journey began. After selling that business in 1986, Mr. Bird obtained his Series 6 securities license, his insurance license, and his real estate brokers’ license, beginning his long career in the financial services industry.
Tired of the long Wisconsin winters and looking for better opportunities, he moved his family out west to Lake Havasu City, Arizona. Soon, he was back in the financial arena, starting by writing group health insurance. In 1995, he became relicensed in securities, getting his Series 7, then his 24 Principal’s License.
In 1996, Jeff and his family moved to Mesquite, Nevada where he opened his office, Financial Concepts, Inc. He has been serving the Mesquite area for over 21 years and has enjoyed helping and watching his clients reach their financial goals.
In his twenty-one plus years as a financial advisor, Jeff has refined his skills of educating prospective and current clients. He enjoys explaining how investments are structured and why certain financial plans are able to help a client meet his or her goals. Most importantly, Jeff loves personally getting to know his clients. As a fiduciary, Jeff feels that building a relationship of trust is paramount. He says, “Becoming a client is like being part of our family.”
Jeff enjoys spending time with his four sons, five grandchildren and is active in his church, in his community, and in his participation of various charities.
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