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Posey Capital Management Inc.

2415 Sunset Boulevard
Houston, TX 77005

Phone: (713) 490-7000



Advisor Image

Jeff W. Eschman

(CFP®)

This advisor specializes in the following areas of expertise:

  • Ongoing Investment Management
  • Planning Issues for Business Owners
  • Retirement Planning & Distribution Rules
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Planning Concerns for Corporate Executives

Planning Specialties

Posey Capital Management provides portfolio management and financial planning for individuals, professionals and business owners for retirement planning, asset allocation and investments, education planning, insurance, asset protection, estate planning and succession planning. Visit our Posey Capital Web site or watch a video about us.

 

Additional Information

Jeff Eschman is Posey Capital's Director of Planning, a Certified Financial Planner® and a registered professional engineer. Jeff founded his own fee-only financial advisory firm before joining Posey Capital Management.

Prior to entering the financial planning profession, he enjoyed a successful 15-year engineering career as a project manager for Marathon Oil Company. During that time, he gained valuable experience in management, finance, economics, budgeting, cost management, long-term planning and risk control.
 
Jeff graduated from the University of Texas at Austin in 1990 with a bachelor’s degree in mechanical engineering. He is a graduate of Rice University's Certified Financial Planner Certification Education Program. In their free time, he and his wife Jill enjoy traveling internationally and sailing on Galveston Bay.

NAPFA Start Date

December 24, 2008

Industry Start Date

January 01, 2007