VP of Client Selection
Jeff draws from decades of personal experience with money, finance and the habits and practices he has developed while on his own journey to financial independence, to help SFG clients “Design and Build a Good Life”.
After graduating from Lehigh University with a degree in Finance, Jeff spent the first 25 years of his career in a variety of corporate roles including: finance, insurance, underwriting, sales, and sales management. Through his lifelong habits of hard work, top performance, saving, investing, making some pretty good financial decisions (while minimizing the poor decisions), and by embodying the learning, habits and practices that we teach our clients, he is now able to freely choose the type of work that he does.
He has a passion for helping people learn about money, the financial industry, and best position themselves for their own version of financial freedom and security.
Jeff currently resides in Seattle with his wife, Trisha and their dog, Riley. They lead an active, adventurous life that includes sailing, scuba diving, and backpacking. Jeff also enjoys music and art and is always working on some new project (or several).