Since he began his career in the financial services industry in 1992, Jeff has amassed many years of experience in helping clients navigate the risks and rewards of the market. Clients always appreciate his down-to-earth nature and his plainspoken way of explaining financial concepts as he applies his specialty of insurance and annuities.
Jeff has a special affinity for helping those who own small businesses. This is because he left the financial services industry for a period of time to manage his parent’s moving and storage company. This included all aspects of the business – from sales and marketing to operations, human resources, and accounting. As a result, Jeff has a firsthand understanding of the challenges faced by his clients who are small business owners.
In 2013, Jeff joined Raymond James because of the additional freedom and resources to tailor financial plans to the precise needs and goals of his clients. Prior to joining Raymond James, he worked for such firms as Citigroup and Morgan Stanley. He also spent time working in the insurance business and real estate market in California.
Jeff is originally from San Diego, California, where he attended the University of San Diego, and earned a Bachelor of Business Administration. Today, Jeff and his daughter, Maggie, enjoy life in Gilbert. Outside the office Jeff is a volunteer at St. Vincent de Paul and enjoys camping, golf, fishing, and hiking.
Raymond James is not affiliated with any of the organizations listed above.
