Hi. 👋
I’m Jeff Kane.

I help families achieve their financial goals by creating personalized plans that reduce stress and guide them toward a secure future.

After graduating from Kent State University with a marketing degree, I worked in advertising, but I realized I wanted to make a more meaningful impact in people’s lives. Inspired by the difficult financial decisions my family made at the time, I realized people need advice from someone they can trust. I transitioned to financial advising in 2012, starting with Edward Jones and then moving to Charles Schwab, where I spent 11 years before joining Root.

Through my work, I’ve seen that families with a tailored financial plan and a strong relationship with their advisor are far more likely to meet their goals and feel secure, even in the face of market volatility. Navigating clients through investment implementation, tax planning, college savings, gifting strategies, and estate planning, I help clients achieve their goals and protect them against what concerns them. I’ve also witnessed firsthand how poor financial decisions can be avoided with holistic planning, and I’m committed to helping my clients use their resources to live more fulfilling lives.

As a Certified Financial Planner with additional training in Behavioral Finance, I help clients identify and overcome the common biases that often lead to poor financial decisions. By understanding their unique concerns and empowering them to take control, I guide them in making decisions that align with their values and long-term goals.

Originally from Youngstown, OH, I developed a love for the mountains while working at a Dude Ranch in Colorado during college. After spending a year teaching English in China, I moved to Denver nearly 14 years ago.

My wife, Laura, and I recently celebrated our first anniversary as a married couple despite being together for close to 8 years. If you get a chance to meet her, you’d ask what everyone else has asked me: ” What took you so long?!” We live in Denver with our dog, Nola, and our cat, Telli. Outside of work, I enjoy hockey, skiing, camping, mountaineering, traveling, concerts, comedy shows, and cooking dinner with Laura.