Jeff joined The Encompass Wealth Management Group in April of 2017 from UBS's Northern California market where he was the Wealth Planning Analyst. He has extensive experience simplifying clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. Jeff is committed to understanding you, your family, business and personal priorities, as well as your total financial picture.

A fourth generation Bay Area native, Jeff graduated from the University of Nevada, Reno with a B.S. in Business Administration. He has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor® designations, two professional designations that require rigorous education, examination, experience and ethics requirements. He holds the Series 7, 9, and 66 securities licenses and Life, Health, and Long Term Care insurance licenses.  He is active in charities that support the environment, military, pets, and children including The Guardsmen, The Monte Foundation, Surfers Healing, League to Save Lake Tahoe, and Protect our Winters.

• B.S. Management, University of Nevada, Reno

• Life Insurance CA#0K66463
• Long Term Care CA#0K66463

• The Guardsmen
• The Monte Foundation
• Protect our Winters
• League to Save Lake Tahoe

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