“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
FINRA’s Broker Check for Jeff Birk
An Investment Associate with over 13 years of experience in the financial services industry, Jeff is dedicated to serving the needs of our affluent clients. He works to understand his clients’ unique financial picture and strongly believes that identifying and establishing short- and long-term goals is essential in developing a successful and holistic financial plan. His commitment to excellence and personalized service makes him an invaluable asset to our team and clients.
Jeff moved to Austin in 2006 to attend The University of Texas, fell in love with the city, and never left. He enjoys exploring the burgeoning food scene and the multitude of outdoor activities the city has to offer. Outside of the office, Jeff enjoys traveling and spending time with his family, playing hockey, and attending Longhorn sporting events.
Get to Know Jeff
What was your favorite TV show growing up?
Home Improvement; Tim Allen’s character always reminded me of my dad, who was very handy and a big “car guy.”
If you could meet anyone, living or dead, who would it be?
Any of the founding fathers. It would be compelling to listen to their initial vision for the country in contrast to where we are today.
What is the number one item on your bucket list?
I would love to see where some of my ancestors came from, experience the culture, and visit historical sites.
To learn more about how Jeff can help you with your investment needs, email Jeffrey.Birk@lpl.com or call (512) 977-7945.