Diligent and analytical, Jeff uses his eye for detail in preparing and analyzing investment proposals for clients. His responsibilities also include conducting equity research and supporting the advisor team, working behind the scenes to ensure each clients is treated with care and skill.
Jeff joined the Global Wealth Solutions Group in 2020 after graduating with a bachelor’s degree from California Lutheran University in Thousand Oaks, California. He holds the Series 7 and 66 license.
He lives in his hometown of Woodland Hills, where he enjoys driving his Tesla Model 3, collecting coins and stamps, and watching sporting events. A baseball fan, Jeff has visited 23 of the 30 Major League Baseball stadiums with a goal to visit all 30 in his lifetime.