Skip to Content

Experience

As a partner in our wealth management practice, I help my clients build, preserve, and maximize their wealth. Serving as a personal CFO to individuals, families, and family offices, I provide comprehensive solutions which consider the numerous aspects of wealth accumulation, as well as its effects on business and family. I have expertise in individual income taxation, estate planning, family office services, personal financial planning, and family financial counseling. My clients are predominantly high-net-worth individuals, most of whom are business executives, entrepreneurs, and families.
View More of Jeff's Experience
My wife and I remodeled and added an addition to our home. Starting with my dad’s design plans, we pounded every nail and did almost everything ourselves. I find physical labor is a relaxing break from sitting in an office.

You might also like…

2018 year-end tax guide
Jerry Jonckheere
Article October 22, 2018 1 min read
Retailers cap solid year with 0.3% gain in December
Jim Baird Wealth Management
Blog January 16, 2020 1 min read
SECURE Act: Planning items for individuals
David Stahl Wealth Management
Article January 16, 2020 7 min read
The implications of U.S. tariff changes
Dave Andrea
Webinar January 14, 2020 60 min watch