If you ask Jeff about his expertise, he will reply with one word, “people.” Both empathetic and analytical, Jeff is passionate about assisting clients optimize their financial well-being to lead a more enriching life.
Ambitious and equipped with critical analysis abilities, Jeff was prepared to pursue a career in the financial service industry from the get-go. “From the time I was a child, the stock market and indices have fascinated me. Since then, I have been relentlessly working toward deepening my education, knowledge, and experience in the field so I can help my clients build and preserve their wealth.”
Upon graduating with a Bachelor’s in Business from Arizona State University and prior to joining the Wilde Wealth family in 2019, Jeff began his career at JP Morgan Chase where he accumulated 10+ distinguished years of financial service. The ability to guide clients holistically inspired him to further is education and earn the Certified Financial Planner designation. In his role as a Wealth Management advisor at Wilde Wealth, Jeff specializes in Asset Allocation, Investment Solutions, Portfolio Risk Analysis, Wealth/Financial Planning, Estate Strategies, and more.
Jeff understands the need to build and protect generational wealth. “My clients are an extension of my family,” “I know firsthand the importance of protecting the assets you’ve worked so hard to accumulate. It’s critical to have someone dedicated to monitoring and improving the well-being of your legacy.”
When Jeff is away from the office, he enjoys taking his wife, Lisa, and children, Brody, Jaxon, Brooklyn camping and exploring the outdoors.