As a Financial Advisor, I work with you to develop customized investing strategies that can help provide you financial confidence. My goal is to create a lasting, meaningful relationship by understanding your specific needs, offering you ongoing financial education, and working hard to earn your trust. When it comes to investing, your journey with me begins with a three-step process:
- Discovery - This step involves understanding your current financial situation and future goals. We will discuss your investment experience, risk tolerance and objectives.
- Analysis and Recommendations - We will analyze your situation by discussing various strategies that are appropriately suited to your financial position within your comfort level.
- Implementation - Once you are confident with the recommendations, we work together to implement your plan.
After these initial steps are completed, I will monitor and review your plan on an ongoing basis and we will adjust your strategy as life changes occur. When I’m not at work, I enjoy spending time with family and friends. Usually, the activity of choice is watching the Golden State Warriors, San Francisco 49ers and Giants. I like physical activities such as working out, playing basketball, and my latest hobby, outrigger canoe paddling. Give me a call and we can discuss your goals. I look forward to talking to you.
Jeff was ranked #75 on the 2017 Bank Investment Consultant magazine Top 100 Advisor ListTo compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating..