Jeff applies his 19 years of financial industry experience to provide comprehensive financial planning and portfolio management to individuals and business owners.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeff holds one of the most respected financial planning credentials among advisors, and he adheres to the highly recognized standard of excellence in personal financial planning.
His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. As your life and needs as an investor evolve, Jeff will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you.
He always takes the time to explain his recommendations and, once you are comfortable with your new plan, Jeff puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Jeff joined First Western Advisors in 2000 and holds Series 7, 27 and 66 licenses. He is a member of the Financial Planning Association and the Investments & Wealth Institute. He holds a Master of Science in finance from the University of Utah, as well as a master’s degree in investment management and financial analysis from Creighton University.
Jeff is originally from Salt Lake City and lives in Sandy, Utah, with his wife, Jade, and their sons, Jonas and Jack. Away from the office, Jeff enjoys being outdoors, playing hoops, following the NBA, and spending time with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.