Jeff builds strong bonds with his clients and strives to give them confidence in their financial well-being. His relationship-oriented practice takes a holistic approach that includes coordination with other professionals on estate and tax planning issues. He takes a special interest in his clients and their families, getting to know them to help them achieve their goals, including a comfortable retirement.
Jeff joined Raymond James in 2014, drawn by the ability to create fully personalized financial plans for his clients. Before Raymond James, he served as a financial advisor with Edward Jones in Salt Lake City for 11 years. The Park City native earned a bachelor’s degree from the University of Utah and is a member of the university’s Crimson Club and Alumni Association.
Jeff lives in Salt Lake City with his wife, Jen, and their two children, Lily and Noah.