Jeff has over 30 years of experience in Asset Management, Retirement Planning, Tax Strategies, and Estate Planning. In addition to running his private practice, Jeff acts as a consultant to other advisors in the areas of portfolio diagnostics, investment design, and manager selection. Jeff holds a Bachelor of Science degree in Finance from the University of Colorado. He is also a consistent supporter of the University of Miami Buoniconti Fund to Cure Paralysis and the Christopher & Dana Reeve Foundation.
Outside the office, Jeff is a baseball fanatic and music lover who enjoys spending time with family and friends. A native of Southern California, he lives in Newport Beach with his wife, Gabriella. They have three grown sons, all of whom live locally.