Jeff Lozier

Jeff Lozier

Wealth Advisor

Jeff graduated the University of Kansas with a Bachelor of Science degree in Business Administration with an Emphasis in finance. He began his career in the financial services industry in 2002 as a Regional Investment Consultant for Federated Investors, where he specialized in mutual funds and capital markets. 

From there, Jeff has worked for a select number of premiere global asset management firms- including Ivy Investments and Lord Abbett. In these roles, he worked closely with many of the top financial advisors across the Midwest, consulting on a broad range of topics including: education around capital markets and investment trends, identifying ways to improve risk-adjusted performance in investment portfolios, and developing specific investment solutions tailored to client needs.

Jeff always felt the most rewarding part of his job was when the financial advisor would ask him to meet and work with their clients. So, after two decades of working with advisors, Jeff decided to peruse this passion of working directly with the end client.

In 2021, Jeff joined Prism Financial Group, L.L.C. He is excited for the opportunity to work with Prism’s current and future clients, getting to know them on a personal basis and helping them achieve their goals. He is currently working towards earning the designation of a CERTIFIED FINANCIAL PLANNER™ Professional.

Jeff grew up in Kansas City and currently resides in Prairie Village, KS with his wife, Liz and their two children, Lily & Luke.  He enjoys golf, fishing, Kansas City sports, and traveling. Additionally, Jeff and Liz are actively involved with the Child Protection Center of Kansas City, focused on helping children who are victims of abuse.