Jeff has been in the financial services business since 2007 and considers the culmination of professional experiences as his best "credential". After graduating from the University of Arizona, Jeff worked at a facility in Arizona for delinquent youth. He worked directly with kids, was the principal of the school, and managed the entire campus. He then had an opportunity to purchase a vending company in Denver. After building that company into a well-respected operation, it was purchased by a larger company. Knowing that working with people was a passion, he then entered into the financial services industry. Jeff has built a successful business, helping individuals, families, and corporations pursue their financial goals.
Areas of Expertise
- Tax Management
- Investment Management
- Retirement Strategies
- Estate Conservation
- Insurance & Annuity Products
- Undergraduate Degree, University of Arizona
- Graduate Degree, Arizona State University
Outside The Office
Jeff is married with two children, and is active in the local community. He is currently working with the athletic programs in his children’s school to raise money for team sports and has been an active participant in the AmeriTown program, teaching young students about the financial services business. Jeff spends a great deal of his spare time on the golf course and with his family.
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