Jeff Rice has been integrally involved with the operations of Vineyard Asset Management, LLC since the inception of the firm. Mr. Rice serves as a member of the firm’s investment committee, and further aids the firm by serving as its chief insurance portfolio design strategist. Moreover, Mr. Rice directs the technological aspects of the firm’s wealth management system, and the construction of individualized financial plans being prepared for clients of the firm.
For more than twenty years prior to his affiliating with the firm, Mr. Rice served individuals and businesses by designing various types of solutions to address their financial needs. In this capacity, Mr. Rice also specializes in assisting the firm to serve our business clientele’s needs with designing and maintaining various types of executive or employee benefit programs.
Mr. Rice obtained his undergraduate degree in Finance (additionally including a special insurance emphasis) from Missouri State University. He is further credentialed by the American College in Bryn Mawr, Pennsylvania, as a Chartered Life Underwriter (CLU), as well as a Chartered Financial Consultant (ChFC). Furthermore, Mr. Rice holds several FINRA securities registrations and maintains the licenses necessary to provide various types of insurance services. His securities registrations are registered with DFPG Investments, Inc. (a national broker-dealer firm) and Integrated Advisors Network, LLC (a Registered Investment Advisory firm); both are companies who serve independent investment advisors. DFPG and Integrated Advisors Network, LLC are not affiliated firms. He actively maintains these securities registrations to transact business in many states throughout the country.
Outside of his professional career, Mr. Rice actively serves his community in continual fashion. He previously served fourteen years on the board of directors for the Springfield Boys & Girls Clubs, and he is currently a Sertoman dedicated to serving the needs of youth within our community.
Along with his professional and civic duties, Mr. Rice enjoys watching his daughter (who is currently a graduate student at the University of Massachusetts) continue along in her journey toward becoming an accomplished artist. He also enjoys participating in many activities with his fiancé, Julie, such as golf, SCUBA diving, cooking gourmet pizza, and being avid fans of St. Louis Cardinals baseball.