top of page

Making Your Dream Retirement a Reality


Jeff is a widely recognized as one of the area’s leading financial counselors and educators. His values-based financial strategies help his clients make smart choices about money, develop strategies to minimize the impact of taxes, and protect wealth and create legacies for their families. Since 2005, Jeff has been ranked among the top 1% of financial advisors nationwide based on MDRT, and has earned the Chartered Financial Consultant designation from the American College.


Jeff was born in California and moved to Utah in 1994. He is a graduate of Brigham Young University in Business & Finance and has been in the financial services industry since 1998.  He started at a large financial services company, where he led all new advisors in his category nationwide by his third year. 


Today, Jeff is able to help his clients plan for their retirement using the best possible techniques and products that will help ensure their retirement income needs are met. He also assists his clients with many other financial planning needs, such as planning for children’s education funding, estate planning, tax reduction planning, risk management and business succession planning. 


Jeff believes deeply in giving back and supports the following charities: The Utah Food Bank, The Road Home, The Children’s Center, Deseret Industries and others. You can listen to Jeff’s radio show every Saturday 2pm on KNRS 105.9 FM & 570AM and 7-9pm on KSL 102.7 FM & 1160 AM Simulcast on AM & FM.


Contact Us

Thanks for submitting!

bottom of page