Jeff Wald loves to watch his beloved Colorado Rockies and the University of Colorado Buffaloes in 85-degree weather with his wife, Julia and their three children. Although he loves the time with his family, it sure makes it more fun when his team gets a win. This enthusiasm and passion for his family and favorite teams carries over to his work with clients, as he leads the Wealth Creation Group of Kennedy and Coe.
Since 1995, Jeff has worked to help clients with income tax planning, consulting and accounting. A member of the firm since 2003 and a licensed broker, he has consulted with clients on raising capital, selling their business and significant mergers and acquisition transactions. Jeff's areas of expertise are tax and estate planning, organizational structure, deal structure, individuals, partnerships and S corporations.
Jeff says Kennedy and Coe's entrepreneurial spirit and the fact that we are continually looking to create opportunities for our staff to enhance their career, encourages us to look beyond the borders of our client's businesses to ultimately make a positive difference in their lives.
Personally, Jeff used to enjoy traveling to exotic locations but today, with three children, he says he has come to the realization that the greatest places on earth are those where you can be surrounded by friends and family.
Professional and Civic Associations
- American Institute of Certified Public Accountants
- Kansas Society of Certified Public Accountants
- Colorado Society of Certified Public Accountants
- Licensed broker - Series 7, 63, 24
Education
- University of North Dakota, Bachelor of Science in Accounting
Hobbies
- Wakeboarding
- Snowboarding
- Golfing
- Travel