The Founder Our Expert
Jeff Frankhouser Senior Advisor
Covenant Business Planning Solutions was formed in 1991 by Jeffrey Frankhouser, a Master Registered Financial Consultant, Certified Estate Planner and Fraternal Insurance Counselor Fellow.
With more than three decades in the financial services world, Jeffrey and Covenant Business Planning Solutions utilizes highly advanced planning strategies to best serve the needs of business owners in today’s demanding world.
Jeffrey originally worked in the personal financial planning market and developed a niche consulting with Christian ministers and their churches. Over time, he also fostered a connection with small business owners, ranchers and families, and Covenant Business Planning Solutions was founded to offer real world solutions to generational concerns. We help our clients gain economic security through comprehensive planning and selective financial products. Covenant has developed a ‘Wholistic’ approach that sets us apart from many of our peers. We work carefully with our businesses to choose account investments, tax reduction strategies and creative techniques to reach their goals.
With a B.A. in Economics and B.S. in Finance, along with his MBA, Jeffrey is passionate about providing answers and solutions to business leaders looking toward their futures. As a cancer survivor, he does not see failure as an option and works hard to minimize risks to his clientele. He was also raised to value a hard work ethic which, coupled with his high energy and logical insight, allows Jeffrey to achieve ambitious but reasonable goals for himself and his clients. He and his wife Loyda have been married since 1976 and have two grown children and two exceptional grandchildren. The Frankhousers love to travel and enjoy time together by the beach.
Jeffrey is proud to be in an elite group that ranks as the top 1/10th of 1% of all financial advisors in the United States.
network of professionals
Stephen has been a licensed attorney for 25+ years, with extensive experience in complex business, commercial and family legal issues. He has dedicated himself to helping families navigate the challenging and ever-changing world of estate planning, elder law and special needs planning.
Senior Vice President of BTA
Rick Jaye is Senior Vice President of BTA, Inc. With over 30 years of experience in the financial services industry, Rick has provided high level strategic business entity planning, business transition planning, tax mitigation consulting, risk management and benefit consulting services to institutional partners, banks, brokerages, along with CPA and law firms.