Regional Vice President
Jeff has nearly two decades of experience as an award winning sales leader 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 find Economic Freedom. A native of Newport Beach, CA, Jeff graduated from UCLA where he was a member of the 1996 Men’s Water Polo National Championship 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.