A Registered Principal at Securities America, Inc., Jeff’s background in wealth management spans nearly two decades. A former treasurer at USE (University & State Employees) Credit Union and financial consultant with both Morgan Stanley and Merrill Lynch. Jeff has spent the last eleven years at the independent broker-dealer and advisory firm of Securities America.
Jeff holds a BS in Economics from the University of Wisconsin, Madison and an MBA from the University of San Diego. He is a member of The International Business Honor Society, Beta Gamma Sigma, has served on the board of directors of Voices for Children (San Diego chapter), and been an active youth sports coach and manager.
Jeff is an avid golfer, skier and University of Wisconsin Badger football and basketball fan. He and his wife, Callie, live in San Diego, California, and are parents of two grown sons.