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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Jun 13, 2019

Jeff Socha'shired his first financial planner at age 15 and went on to successfully lobby Congress on behalf of Entrepreneurs on finance and tax regulations. He has been nationally recognized for developing innovative solutions that lower the risk of business ownership while increasing profitability. He learned business from the ground up working in the company his grandfather founded in 1950 until he realized that the back-breaking manual labor of construction was not his path. After graduation from Texas A&M, Jeff took a position as a member agent at the Nautilus Group and later, returned to his entrepreneurial roots, founding Ark Financial where he works with high net-worth clients to develop strategies that allow them to reduce taxes and maximize returns so they can live the life they've earned.