Program Manager / Wealth Advisor
Jeff started his investment career as a mutual fund sales consultant with Fidelity Investments in Salt Lake City. He has over 20 years of investment experience; helping his clients prioritize all facets of their financial goals. Jeff specializes in retirement income planning and wealth preservation strategies.
“I give all the credit to my parents, who helped me understand, at an early age, what it means to invest and earn a stock dividend. I remember at age 12, looking at my brokerage statement and being excited about earning a quarterly dividend from a utility company. I feel that same excitement today, while providing financial education to credit union members and helping them pursue their financial goals.”
Jeff and Brittany have three children and live in Daybreak. Jeff loves playing tennis and is active in local USTA leagues as both a player and a coach. In addition to spending time with family, Jeff is an avid fly fisherman, golfer, and is an active member of the American Numismatic Association.