Jeff has spent over 30 years in the financial services industry helping clients pursue their goals. He started in the industry after working in the accounting and tax industry for six years. He has found his place in the business by educating clients and encouraging them to foster healthy financial habits. By utilizing his tax background in his financial advice business, Jeff is able to effectively utilize all sides of a client's financial situation to their benefit. Jeff specializes in small business advice, personal financial advice and tax mitigation strategies.
Jeff was born in Kansas and moved to Colorado after serving in the US Army for 10 years. He attended the University of Colorado Denver (CU Denver) for both of his degrees: a bachelor’s degree with a double major in finance and accounting and a master's degree in accounting with a focus in taxation. Jeff found his passion for financial advice shortly after graduating from CU Denver and has loved his job ever since. When Jeff isn't in the office, he enjoys spending time with his wife, his kids and his dogs. His favorite pastimes are playing golf, hiking, reading and enjoying all the beauty Colorado has to offer.
Raymond James does not provide tax or accounting services.