Jeff is dedicated to helping his clients work toward a solid financial foundation for their retirement. He has more than 30 years of experience, Series 7 and Series 63 registrations held through LPL Financial, and holds life insurance licenses through LPL Financial.
Jeff began his financial advisory career working for MuniciCorp of California, which at the time was the largest tax-free bond brokerage firm in the western United States. Though he started his career advising high-net-worth clients, he has expanded his business model over the years to help all his clients create plans for creating and maintaining wealth by advising them on investment strategies that fit their individual needs. The trust his clients place in him has led many of them to recommend him to their own now-grown children, making Jeff an advisor to multiple generations of several families.
Jeff graduated from the University of California-Los Angeles with a bachelor’s degree in political science and later earned a master’s degree in the same field from California State University-Northridge. Jeff has lived in Leawood, Kansas, since 1992. He and his wife, Sarah, are the parents of a son, Elijah. In the years since Elijah was diagnosed as being on the autism spectrum, Jeff has served as a volunteer for several local organizations that help children with autism.