Jeff is President of Falcon Financial Management, Inc. (FFM). Jeff is a fee-based Certified Financial Planner® practitioner and has a Series 24 General Securities Principal registration. FFM is a Registered Investment Advisory firm that specializes in retirement planning and wealth accumulation. Jeff has provided financial advice for his clients since 1979.
Rooted firmly in his desire to provide quality service for his clients, and in his belief that financial planning is not a one-step process, Jeff created the award-winning Integrated Wealth Management Process™, which is “A holistic and evolutionary strategic planning program based on a conversation about your financial affairs for the rest of your life”. FFM currently supervises almost $100 million in assets.
Beyond the offices of FFM, Jeff and his wife Donna host a popular call-in radio show, Dollars & Sense, which airs Saturday mornings on WSKY 97.3 FM from 8:30 to 9:00 a.m. Jeff and Donna have also been featured on the NPR radio show, Market Place, where, over a period of 12 months, the show followed the financial lives of the Davis family as well as two other families. You can see a picture of the Davis family and listen to the audio interviews via this link: http://www.marketplace.org/features/family_matters.
Jeff’s passion is wrestling; he was a high school State Champion and an All-American wrestler. He was a member of the University of Florida’s undefeated SEC Championship wrestling team in 1975 and received Southeastern Conference wrestling honors each of his four years with the UF team. He went on to be the Assistant Wrestling Coach at UF from 1975-1979.
Jeff was a member of the Wrestling Event Staff for the 1996 Centennial Olympic Games in Atlanta. He was also the Team Leader for the Florida Junior National Team from 2001-2005. By winning the Junior National Team title in 2004, Team Florida became the first Florida team ever to win a National title.
The Florida Amateur Wrestling Association named Jeff the 2004 Coach of the Year. He was inducted into the National Wrestling Hall of Fame in 2004.
Within our local community, Jeff stays active on the wrestling mat as founder and coach of the Alachua County Boys’ and Girls’ Club wrestling team…coaching little kids in wrestling as he coaches “big” kids about their money.
For his work with the Boys’ and Girls’ Club, Jeff was awarded Alachua County’s Volunteer of the Year Award in 2000.
Jeff is an active member of both the Board of Directors of St. Francis House, Gainesville’s shelter for the homeless, and the Catholic Charities Board.
Jeff and Donna have three children, John, Nick and Rachel. Donna is currently working on her PhD in Communications at the University of Florida. John and Nick are currently attending the University of Tennessee at Chattanooga where Nick is a member of the UTC Wrestling team. John has finished his eligibility at UTC where he was a three time Southern Conference Champion, and he is now pursuing a professional fighting career in the Ultimate Fighting Championships (UFC). Rachel now attends Santa Fe Community College after completing a stellar soccer career at Gainesville High School.
Team Falcon
Darla Greer
Client Relations Manager / Registered Representative
Darla Greer has a Series 7, 63, & 66 securities registration and holds a life insurance license. She has worked in financial services for over 25 years, during which time she has worked with various Wall Street firms as an Operations Manager, Financial Representative, and Investment Associate. She spent three years in Germany working for American Express International Bank before relocating to the Pacific Northwest for 10 years. Darla has been with FFM since 1997.
Darla works closely with Jeff and our Legacy clients regarding investment decisions, Required Minimum Distributions, researching securities and any other client needs regarding their accounts.
Chris Coleman
Investment Advisor Representative
Chris came to FFM with a Sociology degree from Wofford College and a background in development, construction, retail and restaurant management. Since his start with FFM in August of 2006, Chris has obtained his life insurance license, as well as his Series 7 and 65 Securities Registrations. These advancements in his education have qualified him as an Investment Advisor Representative. His overall goal is to become a Certified Financial Planner.
Chris's primary goal is to assist in the managing of client relationships. Chris serves as an integral part of FFM by participating in plan preparation, research and development, and other related functions. Once Chris obtains his CFP License, he will be responsible for financial planning for select clients, which will entail advising on investment decisions within client portfolios.
Chris also holds a Florida Real Estate License and is active in our community with the Jaycees and Gainesville Quarterback Club. He was recently named the 2007 Jaycee of the year!
He and his wife, Nancy, and their daughter, Hannah, live in Gainesville.
Rachelle Schoster
Office and Client Operations
Rachelle started working for FFM in January of 2007 as our Operations Assistant. She came to us with two years of experience from Fifth Third Bank of Naples, Florida. There she was the Operations Assistant for their trust and private banking division.
Rachelle graduated from the University of Florida with a Bachelor of Science in Business Administration. She keeps active with her children, Hayden, Hailey and husband, David. They reside in northwest Gainesville.
Rachelle provides service to our clients regarding all aspects of set-up and maintenance of client accounts; compilation and completion of client, custodian, and firm paperwork; and execution of client and firm tasks such as asset transfers, preparation of reports, and general client support.
Rachel Davis
Executive Assistant
Rachel started working for FFM in July of 2007 as Jeff's Executive Assistant. She is a graduate of Gainesville High, class of 2007. She is currently working toward her degree in Finance at Santa Fe Community College with the aspirations of continuing onto the University of Florida.
Rachel provides a valuable service to Jeff by handling a variety of administrative functions. Her position performs a number of secretarial and clerical duties, as needed by Jeff.
Securities and Investment Advisory Services offered through Multi-Financial Securities Corporation (MFSC), Member FINRA, SIPC. Financial Planning Services offered through Falcon Financial Management, Inc., a Registered Investment Advisor (FFM RIA). Falcon Financial Management, Inc. and FFM RIA are not affiliated with MFSC.
