Wells Fargo Advisors
Senior Financial Advisor
Jeff has been in the financial services industry for 20 years and became a Wells Fargo Advisor in 2007. Prior to joining Wells Fargo Advisors, Jeff was an advanced estate and business planning specialist. He is a Certified Financial Planner, CFP®, Chartered Financial Consultant, ChFC, and a Chartered Life Underwriter, CLU. Jeff’s focus centers on the core areas of Investment Planning for families and business owners in relation to Investment Planning, Retirement Income Planning, Estate Planning Strategies, Risk Management, Tax-Efficient Investment Strategies, and Business Owner Planning.
Jeff graduated with honors from Utah State University in Accounting and Economics, and serves on numerous associations and boards, such as: Utah Tech University College of Business Advisory Board, Southern Utah Estate Planning Council, Professional Advisory Council IHC Foundation, and Utah Tech University Planned Giving Advisory Council.
Investment and Insurance Products:
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.