Jeff lives in Eagle ID. with his wife Denise. They met in high school and have been married 37 years. They have two grown children; Justin & Jessica and one wonderful grandson named Sawyer who is almost 2.
Jeff began his career in financial services in May of 1985 at the age of 19 getting his Life Agent Insurance license while attending Pacific Union College. During his time at PUC several of Jeff’s professors became clients, which further solidified his desire to continue his efforts in the field of financial services.
He has been helping clients invest for their future since 1987 and today Jeff holds several professional licenses and registrations. ID Life & Health Agent License #0A75100, Securities Series 6, 63, 26, and fee based Investment Advisor Representative Series 65 registrations. He currently manages nearly $75 Million in client assets.
Hobbies and Interests: Jeff has a life-long love of horses and the outdoors. He has four horses and enjoys trail riding in the mountains and training young horses. He also enjoys off-roading in his Jeep Rubicon exploring the Idaho back country as well as hunting, fishing and spending time with family and traveling.
Bucket List: To take my wife on a trip to France, Italy and Ireland
Favorite Food: Traditional Mexican Tacos
Favorite Book: The Bible & The Purpose Driven Life
Place I’d Like to Visit: Israel & Swiss Alps
Favorite Movie: “The Edge” with Anthony Hopkins
Hidden Talent: Singing and playing guitar
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