Jeff serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jeff has spent his entire career in the financial services industry. Prior to joining Creative Planning, he served as a Wealth Manager at a registered investment advisory firm in San Francisco where he helped high-net worth individuals and families achieve financial independence.
Jeff earned a Bachelor of Science degree in Business Administration with an emphasis in Finance and Accounting from California State University Chico. Jeff is a Chartered Financial Analyst® as designated by the CFA Institute and also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jeff and his wife, Rebecca, enjoy traveling, cooking (and eating), outdoor activities, and spending time with family and friends.
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