Our Associates

Stan Jeffery, AIF®  


Stan Jeffery entered the field of financial services in 1972. Stan provides investment advisory consulting, asset management services, financial and estate planning for individuals and businesses and offers a variety of products to help individuals and businesses meet their needs. Stan’s experience and commitment to his clients, along with referrals from his clients over the past  years, have assisted him in expanding his services. 
Stan has also earned the designation of Accredited Investment Fiduciary (AIF® ) and is a member of the Financial Services Institute.
Stan qualified for Lincoln Investment's President's club in 2013, 2014, 2016, and 2017.  His past civic and community accomplishments include former President of the Hoover Chamber of Commerce and Charter Member as well as past President of the Hoover Jaycees. Most recently, he served on the Columbus Life Field Advisory Committee from 2008 – 2010.
Stan has been married to his wife Margo since 1976. They have two children and three grandchildren.
FINRA Series 7, 63, 6, 24 (Principal)
Securities Licenses – AL, CA, FL, GA, KS, MS, TN, TX 
Variable Licenses – AL, CA (Lic #0E61466), FL, GA, MS, TN, TX

The President's Club award recognizes those Lincoln Investment financial advisors who have achieved the firm's first level of annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well presenting them with this award. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

 Margo Jeffery,  Corporate Secretary
Margo has been with the firm since March of 2000. Her responsibilities include overseeing licensing  and advertising.  In addition, she oversees the office's finances and is the firm's point of contact for compliance related items.  She was previously a member on Capital Analysts Incorporated’s “Administrators Round Table”.  Margo has 47 years of administrative experience. 
In her spare time, Margo enjoys reading, traveling and photography.
Tanya Durant, Office Manager
Tanya has been with Jeffery Financial Services, Inc. since December 2009. She assists with client meetings as well as scheduling and coordinating client communications.  She provides personalized service support to our clients, processes new business paperwork, maintains all client files, oversees office information systems, event planning and manages all day to day tasks for the team.
Tanya has a Bachelor’s of Science in Business Management degree from the University of Alabama in Tuscaloosa. Prior to joining Jeffery Financial services she was employed as Director of Human Resources for 17 years. 
Tanya has been married to her husband Tripp since 1995 and they have one son and a dog.