The Founder Our Expert

Jeff Frankhouser Senior Advisor

Covenant Business Planning & Solutions was formed in 1991 by Jeffrey Frankhouser, a Certified Exit Planning Advisor, 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

Laura Lynch

Laura is an Accredited Asset Management Specialist (AAMS®) serving small-business clients.  Laura contributes to the Covenant Business Planning and Solutions team by bringing her experience

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Tim Newell

Harvest Investment Services
Tim J. Newell is a Certified Financial Planner (CFP®), Certified Estate Planner (CEP®) and Accredited Investment Fiduciary (AIF®).

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Rick Jaye

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.

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Roy Farmer

Employee Stock Ownership Plan Specialist
Roy A. Farmer II is Managing Director of BTA Inc. His responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation.

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Jim Postma

CPA-Tax Specialist
James Postma has been a CPA since 1996 and during this time has had a focus on small business clients; who either operate as Sole Proprietors, Partnerships, LLC’s or Subchapter “S” Corporations.

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Terry Register

Owner & CEO, CAPMAR Insurance Services
CAPMAR’s primary goal is providing independent planners cutting edge solutions and financial strategies to providers throughout the United States.

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