Designations and Licenses

Jeff is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jeff provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

Prior to joining Mariner, he ran his own RIA firm for three years after initially starting his post-college career in the financial services industry. In between, he also spent 13 years as a high school math and finance teacher, as well as served one year as the chief business official for the school district.

Jeff has a bachelor’s degree in economics and finance from Sonoma State University.

Personal Interests

In his free time, Jeff enjoys all sports, but particularly baseball and golf and has volunteered in youth sports for over 15 years.