Starting in the financial services industry in 1987, Jeff joined UBS in 2007. Jeff is actively involved in developing new client relationships, as well as being the team's expert in providing business and liquidity strategies. Using a hands-on approach, resulting in the development of tailored wealth management strategies, Jeff offers comprehensive financial solutions to our clients.
As a CERTIFIED FINANCIAL PLANNER™, he provides valuable insight in helping to maximize the benefits of our clients' advanced estate planning strategies.
Jeff graduated from the University of Utah with a bachelor’s degree in Economics. He holds Series 3, 7 & 66 securities licenses, as well as various other insurance licenses.
Registered States:
AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, MI, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WY