Partner, Co-Founder, Financial Planner


Since 1991, Jeff has been simplifying financial thinking and decision-making for his clients. “It’s not as complicated as the world would lead you to believe,” Jeff says. “Being intentional and working with an advisor helps couples make better decisions. My wife and I work with an advisor, too!”

Jeff loves collaborating with couples who want to be on the same page. “Complex financial pictures can complicate their relationship without help,” he says. His ideal clients are energetic, genuine and have a desire to grow. Bonus points if they are entrepreneurs!

The lesson about money that changed his life? “The more you give, the more you end up with.”

Jeff is married to Laura, and they have two boys and two dogs. Outside of work, Jeff enjoys spending time with family, coaching his boys, playing golf, and staying involved with his parish and the Catholic Education Foundation. For Jeff, a perfect night is a nice glass of wine on the back patio with family and friends.