Relationship Manager / Practice Management
As Relationship Manager & Practice Management, Jeff is focused on developing successful, long-term relationships by understanding the needs and goals of our advisors to help them in building the advisory firm they envisioned. Prior to joining the firm, Jeff worked at Charles Schwab Advisor Services for over 24 years in a variety of different roles in service, operations, and relationship management. Most recently, he worked as a relationship manager supporting Registered Investment Advisors in the northwest region. In his free time, he enjoys spending time with his family in the great outdoors camping, hiking, biking, and boating.