Raised in Goodyear, Arizona, I've always believed that strong relationships and genuine conversations can lead to meaningful change.
After earning my Bachelor's in Applied Business Analytics with a Minor in Finance and Economics, and a Master's in Business Administration from Grand Canyon University, I spent more than five years as an analyst before discovering my passion for helping families plan for their financial future.
Currently based in Litchfield Park, I focus on supporting young families and individuals across West Valley Phoenix, helping them make informed decisions that bring balance and peace of mind. I live by the 5 F's: Faith, Family, Finance, Fitness, and Fun. These values guide both my personal life and my work with clients.
Outside of work, I currently enjoy pickleball, golf, men's league softball, and was formerly a professional jet ski racer.
Let's connect to build a strategy that supports what matters most to you.
Financial RepresentativeJeffrey Stone
Raised in Goodyear, Arizona, I've always believed that strong relationships and genuine conversations can lead to meaningful change.
After earning my Bachelor's in Applied Business Analytics with a Minor in Finance and Economics, and a Master's in Business Administration from Grand Canyon University, I spent more than five years as an analyst before discovering my passion for helping families plan for their financial future.
Currently based in Litchfield Park, I focus on supporting young families and individuals across West Valley Phoenix, helping them make informed decisions that bring balance and peace of mind. I live by the 5 F's: Faith, Family, Finance, Fitness, and Fun. These values guide both my personal life and my work with clients.
Outside of work, I currently enjoy pickleball, golf, men's league softball, and was formerly a professional jet ski racer.
Let's connect to build a strategy that supports what matters most to you.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
