For more than 35 years, Jeff has understood that each client he serves is unique, which is why he carefully considers their goals, situation and risk tolerance before tailoring a financial plan and offering investment advice.

He helps clients navigate the myriad of available investment options with a high level of service and personal commitment. His recommendations are always made solely in the interest of providing the highest value and benefit to each client.

He has always been candid with his clients, advising them that in order to pursue their goals, they must take some investment risk. However, most importantly, in pursuing their goals, he is always mindful of doing so with reasonable amounts of volatility based on their risk tolerance.

Over his long career, Jeff has served as a consultant for several Utah major market 401(k) plan providers, an advisor for a large hospital foundation, and as a financial advisor for many high net worth families and foundations.

Before he joined Raymond James in July 2020, Jeff was senior vice president and financial advisor at WHF Wealth Management, part of the Wells Fargo Advisors Financial Network. Previously, he was vice president of investments at RBC Wealth Management and UBS Financial Services, and first vice president at Morgan Stanley. He earned a bachelor’s degree in political science with an international relations certificate from the University of Utah.

Jeff is a Utah native, but has lived in Washington, D.C., and Europe. He now lives in Salt Lake City. He has been very active in skiing, hiking, golf, road and mountain biking, and scuba diving the world.