Jeff serves as a Wealth Manager, working directly with clients to develop and implement a cohesive strategy to address their financial, investment, insurance, tax, charitable and estate planning needs.
Prior to joining Creative Planning, Jeff was a Wealth Manager and Principal at one of the nation’s largest investment advisory firms where he worked directly with high net-worth individuals and families. He was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to ensure they achieved their goals. Over the course of his career, Jeff has developed an in-depth knowledge of serving clients and providing comprehensive wealth management specifically for the needs of high net-worth households.
Jeff graduated from Northwestern University with degrees in both statistics and economics. Over the years, he has stayed involved with the university through the local alumni club and most recently served two terms on the board of the national Northwestern Alumni Association. Locally, Jeff serves on the board of Social Advocates for Youth (SAY) San Diego helping at-risk youth in the community and has served as President in prior years.
Jeff is a native San Diegan where he currently lives with his wife and four children. He enjoys the outdoors and can often be found ocean swimming or camping with the family.
*See all Creative Planning disclosures and sources.