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PROFESSIONAL SUMMARY
Whether you are a business owner, professional or individual I can help you make sense of your financial framework, identify goals and implement a comprehensive plan to help you secure your financial future.My goal is to provide the best resources and advice to help you make informed decisions about your financial future. I think it’s important for my clients to realize their financial aspirations, focusing not only on assets but on their dreams and lifestyle as well.
I enjoy working closely with my clients to build a holistic financial strategy that guides their resources on a path to build, preserve, and transfer wealth. Are you doing everything you can to achieve your financial goals? Connect with me today to start taking control of your
financial future.
I am a fiduciary under the Investment Advisors Act when providing investment advisory services and have a duty to act in your best interest and to make full and fair disclosures of material facts and conflicts of interest.
EDUCATION AND LICENSING
Through LPL Financial, Jeff holds Series 7 and Series 66 Securities Licenses as well as General Lines Life & Health and Annuities licenses. He is a Certifed Exit Planning Advisor (CEPA®) as recognized by the Exit Planning Institute. Jeff graduated with a Bachelor of Science in Business Administration from the University of Oregon, Charles H. Lundquist College of Business.