Trust, Integrity, and Service are guidelines driving Jeffrey’s life inside and outside of business. Born and raised by a firefighter and hairdresser, Jeffrey has worked to and through college; he is no stranger to hard work. Jeffrey holds a B.A. in Finance and an M.B.A. and has represented top-tier firms, including, MFS Investment Management, Prudential, Nuveen, and Thrivent. This experience exposure equipped him for hands-on practical needs, including understanding various documents, contracts, wills, trusts, and other related paperwork. Many clients are simply seeking to develop a process and plan to transition from their business or executive position into a dignified retirement. They need advice on succession, risk management, and income for their lifetime – our specialty.

Jeffrey offers all areas of financial planning, estate planning, and benefits from Wealthcare’s robust planning, stress testing, and proprietary software systems (and teams) for high-level planning. Once in place, your portfolios are monitored and given a score of measurement to know where your plan rests on any given day. This helps reduce the stress markets can create when things are less stable.

Jeffrey obtained his first financial license in 1990.

Jeff speaks Spanish, fishes, surfs, hunts, and travels when possible. If you don’t see Jeffrey on a trout stream, he may be in a karate studio where he instructs Contemporary Martial Arts.