JEFFREY SAVOIS, RICP, CLTC, LUTCF
Jeff began his career as a Financial Advisor in 2007 with MetLife in New Orleans, LA. In 2009, after meeting his future wife, he moved to Katy, TX to start a family while continuing to build his practice. Following MetLife’s acquisition by MassMutual in 2016, he stayed on, honing his skills in financial planning and wealth management until March 2023. His transition to Diamond Client Group, LLC was motivated by the opportunity to grow his practice and specialize in serving high net worth families and business owners.
He holds several industry designations, such as RICP (Retirement Income Certified Professional), LUTCF (Life Underwriter Training Council Fellow), and CLTC (Certified in Long-Term Care) and is also Series 6, 7, 63, and 65 licensed. These qualifications, combined with his B.S. in Finance from Louisiana State University, form the foundation of the comprehensive financial strategies he provides to his clients.
Outside of work, he cherishes time with his family, travels, coaches his son’s baseball team, and stays active with Golf, Pickleball, Tennis, and Table-Tennis. While attending LSU, he was a proud member of the Golden Band from Tigerland, and now continues his love for music by playing the French Horn in his church’s orchestra.
