About Jeff
Jeff entered the financial services industry to do more to help families suffering from the financial impact of medical burdens. His ability to enrich and support families is the most fulfilling part of his role as an advisor.
His curiosity about the technical side of finance led to a midcareer transition from healthcare research to financial planning.
Outside of work, Jeff mixes Pacific Northwest activities like hiking and rock climbing with a love of tech. PC building, gaming, music, books, and his home theatre/audio setup also keep him busy during his downtime.
Education and Professional Milestones
- Graduate Degree in Clinical Research
- Worked on clinical trials at Swedish Medical Center and the Ohio State University Medical Center to find new treatments for challenges in healthcare
Jeff entered the financial services industry to do more to help families suffering from the financial impact of medical burdens. His ability to enrich and support families is the most fulfilling part of his role as an advisor.
His curiosity about the technical side of finance led to a midcareer transition from healthcare research to financial planning.
Outside of work, Jeff mixes Pacific Northwest activities like hiking and rock climbing with a love of tech. PC building, gaming, music, books, and his home theatre/audio setup also keep him busy during his downtime.
Education and Professional Milestones
- Graduate Degree in Clinical Research
- Worked on clinical trials at Swedish Medical Center and the Ohio State University Medical Center to find new treatments for challenges in healthcare