Our partners share the common goal of providing you with the knowledge, sound judgment, and personalized service you need to confidently pursue your financial goals.
I look forward to helping you define your financial vision—and making it a reality.
Financial Planner
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional with a B.A. in International Business from Ohio Wesleyan University. After growing up in Ohio, Jeff moved to Arizona in 2006 where he rekindled a love of competitive cycling. Jeff met Lisa, who grew up overseas, and they married in 2012. Together they balance a desire to travel the world with two large rescue Bengal cats at home.
Professionally, Jeff has spent time in a variety of roles within the financial industry. After beginning in 1998 as a stockbroker and becoming disenchanted by limitations on financial planning, Jeff left private practice and moved into corporate roles with national investment companies. His role as a skilled professional on portfolio construction and risk management put him in front of hundreds of financial professionals. He observed how they best impact their clients’ lives.
Jeff returned to private practice in 2020. He enjoys educating clients about how wealth is built and the freedom that it can give us. Jeff believes that our largest financial improvements often come from reshaping our money mindset, and he enjoys having positive conversations everyday towards that goal.