With nearly 35 years of industry experience in Southern California, Jeff has made a career of helping clients make sound decisions. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is an active member of the Financial Planning Association of Orange County.
By helping clients identify and clarify their priorities, Jeff provides his clients with the perspective and guidance necessary for them to feel comfortable with decisions that will help them reach their life goals. Through our consultative wealth management process, he advises on prudent investment and advanced planning strategies, empowering them to make financial decisions consistent with their personal vision and family values.
Jeff grew up in Reno, Nevada and still has strong ties to the Silver State. The firm’s name reflects those roots. He enjoys mountain biking, skiing, travel, and all things UCLA, having graduated with a B.A degree in History/Business. Jeff serves on the Board of Directors for KidWorks, a Santa Ana-based organization that helps at-risk kids develop self-confidence and motivation through education. Much of his free time is spent with his wife and children in their various activities.