With more than 25 years of retirement plan consulting and client account management experience, Jeff specializes in listening to client needs and customizing solutions to fit each client’s specific circumstances. Jeff enjoys staying current on financial markets with an emphasis on alternative investments. In 2024, Jeff earned his Wealth Management Certified Professional (WMCP) designation. Also in 2024, Jeff was selected to join Baird’s exclusive Registered Assistant Advisory Council (RAAC) which advises senior management and provides training for Baird associates. Jeff has been a speaker at conferences including the PlanSponsor & PlanAdviser National Conferences, the Western Pension & Benefits Conference, Pension & Investments West Coast Conference and the Texas Total Rewards Conference.
Jeff graduated cum laude with a BA in Economics plus a minor in Mathematics from Pacific Lutheran University in 1991. He is registered with the Financial Industry Regulatory Authority (FINRA) as a licensed Registered Representative. Jeff is a founding member of the Seattle chapter of the American Society of Pension Professionals & Actuaries (ASPPA) and served as the Spring Seminar Co-Chair for the Seattle chapter of Western Pension & Benefits Conference (WP&BC). Jeff is a current member of the Seattle Alternative Investment Association (SAIA).
Jeff is a native of the Pacific Northwest who relocated from Portland to Tacoma for high school and college before moving to Seattle. Jeff resides in Seattle’s Wallingford neighborhood, and he enjoys kayaking, biking, hiking, and skiing.