Jeff has over two decades of experience as a sales leader and manager in the financial services industry. In his role as Regional Vice President, Jeff focuses on the institutional clients at Charles Schwab & Co., Fidelity, TD Ameritrade and E*Trade, helping them achieve Economic Freedom^TM. A native of Newport Beach, CA, Jeff graduated from UCLA where he was a member of the 1996 NCAA National Championship Men's Water Polo team. He enjoys watching and coaching his children's sports, mountain biking and skiing. He resides locally with his wife and three children. Jeff holds the FINRA Series 65 License.