Jeff applies over 25 years of financial industry experience to provide comprehensive financial planning and portfolio management to individuals and business owners. A Certified Financial Planner® professional, he 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, puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Jeff joined First Western Advisors in 2000 and Raymond James in 2019 and holds Series 7, 9, 10, 27 and 66 licenses. He is a member of the Financial Planning Association and the Investments & Wealth Institute. He holds two master’s degrees: one in finance from the University of Utah and one in investment management and financial analysis from Creighton University.
Originally from Salt Lake City, Jeff lives in Sandy with his wife, Jade, and their two sons. Away from the office, he enjoys being outdoors, playing basketball, following the NBA and spending time with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.