Passion: Jeff educates and empowers our clients to live a fulfilling life journey as they work towards achieving their greatest vision in retirement.

Role: As a Principal and Managing Partner, he is responsible for creating a meaningful financial planning and investment experience for our clients and seeking out new ideas and strategies for growth. He is committed to spending time with clients because that’s why we exist – to take the utmost care of our clients.

Industry Experience: Jeff started at Wealth Analytics in 2017 after spending 18 years at Merrill Lynch, Bank of America, and Fidelity. Leaving the big bank and brokerage world to join Wealth Analytics, an independent fiduciary firm, was one of the best decisions in his life and he became a partner in 2019.

Education: Chapman University, Business Administration, with an emphasis in Finance.

Hobbies: He enjoys family time with his lovely wife and three kids, as well as sailing, snowboarding, backpacking, and traveling overseas to new places. He participates in community events focused on service, education, and supporting opportunities for underserved areas.

Background: With a wealth of experience in the investment industry, he possesses a deep understanding of market cycles, economics, and how the financial services industry works. Jeff is responsible for overseeing the company’s strategy and developing sound solutions for clients while managing risks effectively. He plays a critical role in shaping the company’s financial planning and investment philosophy and driving its long-term success. With a client-centric approach and a commitment to delivering creative planning strategies, Jeff helps ensure that clients’ financial goals are met, and their wealth is optimized. He is one of the authors of Your Insider’s Guide to Retirement, a book about the inside scoop on retirement planning, sharing his vast knowledge about the financial services industry and how to achieve financial freedom.