Tudas Team

Tudas Team

Jeffrey Tudas, CFP®, MBA

Partner

As a partner of Infinitas, Jeff is committed to your financial success, using critical thinking skills in order to achieve your unique objectives. Jeff’s process provides for personalized guidance, designed to align appropriate action to offer the confidence you deserve. The foundation of his practice is best captured in his mission statement: “To simplify financial matters for clients so that they can pursue their dreams.”

Jeff spent 22 years in various technical problem-solving roles within a specialty chemical company before establishing himself in the financial services industry over 15 years ago. His research-centered focus helps provide clients with a comprehensive plan for their overall goals.

Jeff graduated from Purdue University with a bachelor’s degree in chemical engineering. He also obtained his master's of business administration from Rockhurst University. He holds the CERTIFIED FINANCIAL PLANNER™ certification.

He and his wife MaryBeth have three grown children: Jessica, Blair, and Ryan; and their fourth child, Sean, attends the University of Kansas pursuing a degree in mechanical engineering. In his spare time, Jeff enjoys playing tennis and fly fishing.

His philanthropic commitments are focused on helping active duty military personnel, veterans, and their families. This focus is based upon Jeff’s deep respect for the men and women who preserve our freedom. It honors his father’s service during WWII and Ryan’s current service as an officer in the United States Marine Corps as a UH-1Y Helicopter pilot.

Jeff is a registered representative and Investment Advisor Representative of Commonwealth Financial Network®, holding FINRA Series 7 (general securities), 66, (investment advisor law) and 24 (general securities principal) securities registrations.

 

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Grant Montgomery

Advisor

Grant’s passion is to add financial value to family goals. He works with executives, professionals, business owners, military service members, and military veterans, helping them achieve their goals. As a team, Grant and Jeff Tudas work together to provide clients with financial planning advice that is personalized, comprehensive, and objective.

Grant is a 20-year United States Army Veteran where he served as an officer in the Field Artillery branch. He earned numerous awards including the Bronze Star Medal, the Defense Meritorious Service Medal, the Meritorious Service Medal, and the Afghanistan and Iraq Campaign Medals. He continues to live by the Army Values of Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage. He maintains his support to veterans and the military community as a member of local area veteran service organizations, such as the Association of the U.S. Army, Military Officers Association of America, and more.

Grant graduated from The University of Tennessee at Martin with a bachelor of science degree in computer science. He also holds a master of science degree in project management from University of Maryland University College. He is an Investment Advisor Representative of Commonwealth Financial Network® and holds FINRA Series 6, 7, 63, and 65 securities registrations.

He and his wife, Christina, reside in Blue Springs with their three children, Cassidy, Allison, and Jackson. During his free time, Grant enjoys spending time with his family and turning wrenches on cars. He has always believed in Dwight D. Eisenhower’s quote, “The qualities of a great man are vision, integrity, courage, understanding, the power of articulation, and profundity of character.”