Dr. Jeff, and his colleagues at Financial Wellness by Design have expert knowledge and offer outstanding customer service!
Our President, Jefferson Wells, JD, PhD, is a unique and trusted adviser who has training and expertise in ...
accounting & tax
He has been serving the clients of Financial Wellness by Design for more than 30 years. He is a Board Certified Financial Wellness Practitioner (BCFWP), a prestigious credential granted by The American Board of Standards.
Jeff works with companies, organizations, nonprofits, small business owners, families, and individuals! He is a practicing estate and asset protection planner and positive psychologist.
His accounting and tax practice is Financial Wellness by Design.
Jeff has a BA in Political Science, an MBA in Business Leadership, a JD in Law, and a PhD. Jeff is triple board certified: a Board Certified Financial Wellness Practitioner, a Board Certified Juris Diplomate, and a Board Certified Legal & Financial Planner, all granted by the American Board of Standards.