Jeffrey Tudas, CFP®, MBA
As a partner of Infinitas, Jeff is focused on fee-based financial planning and investment management. He believes that his clients’ financial goals are best reached by offering practical planning strategies with a long-term focus.
Upon graduation from Purdue University in 1979 with a BS in chemical engineering, Jeff joined Nalco Chemical Company. After several years of technical problem solving and sales management in the oil and gas industry, he obtained an MBA from Rockhurst University. He joined Legacy Financial Group in the fall of 2000 and in February 2003 was promoted to investment specialist for the firm. In 2006 he helped form Summit Wealth Advisors, LLC. Infinitas was formed in 2017 so that he could continue to do what he loves for his clients.
Jeff is a registered representative of Commonwealth Financial Network®, holding FINRA Series 7 (general securities), Series 66 (investment advisor law) and Series 24 (general securities principal) securities registrations. He is a CERTIFIED FINANCIAL PLANNER™ Professional.
Jeff and his wife MaryBeth have three grown children: Jessica, Blair, and Ryan. Their fourth child, Sean, is a junior in high school. Jeff is a tennis enthusiast, playing competitively since the age of 14. His charitable commitments are focused on veterans due to his father’s military service during World War II and his son Ryan’s current status as an officer in the United States Marine Corps, where he is attending flight school. Jeff has volunteered his time with Heartland Honor Flight, Heart of America Patriot Foundation, and Jewish War Veterans and serves on the board of Patriot Features.
Jeff Tudas is proud to have been recognized as a Business Experience advisor for 2015—a distinction based on annual production, that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Danika joined us as a financial assistant to Jeff Tudas in May 2014. She is responsible for scheduling appointments, organizing the workspace, and maintaining contact with clients. Her positive attitude and calm demeanor provide a sense of security to both coworkers and clients.
Danika graduated from Shepherd University in May 2006 with a bachelor’s degree in psychology. She is also a Yoga teacher in Kansas City. She believes her Yoga practice extends beyond the mat, incorporating the philosophy of Yoga into her lifestyle by offering selfless service to others. Danika and her dog, Kisses volunteer with the “Fur-Ever Friends” program through Grace Hospice in Kansas City.
She maintains an active and healthy lifestyle, participating in triathlons and organized runs. Danika also enjoys camping and hiking, experimenting with vegan recipes in her kitchen, and spoiling her dog.