Meet Jeff


Jeff brings value to his client’s financial plan by taking a customized approach. As a Wealth Advisor, he provides a truly comprehensive view of his client’s financial situation by considering all aspects including estate planning, insurance needs, and retirement planning.

A graduate of Utah State University with a bachelor’s degree in finance, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial industry. His education, designation and experience demonstrate his vast knowledge in financial planning, investment, and retirement planning.

Outside of work, Jeff enjoys all things outdoors – especially traveling, SCUBA diving, riding motorcycles, mountain biking and skiing with his wife and kids.