Director of Operations
A northwest native, Jeff has a decade of experience providing operational, compliance, and organizational support to financial advisors. He is the person behind the scenes, ensuring the firm functions at peak capacity.
Jeff has an affinity for systems and a keen eye for detail. He has developed a professional passion around enabling small businesses and organizations to run as efficiently and profitably as possible.
Jeff holds a bachelor’s degree in Business Administration from Western Washington University. In his spare time, he enjoys spending time at his local taphouse with friends, is a professional wrestling nerd, and can watch Twitch for hours while cooking amazing meals. He has also been known to argue with his cats over who gets the last slice of cheese. He enjoys going on adventures with his wife, discovering new favorite vacation spots and embarking on spontaneous road trips.