We aligned client portfolios to support the life in which they want to live. We help you get really clear about your deepest values and objectives. We help you turn chaos into order.
For three decades Jeff has been aiding families and friends navigate the road to pursue their financial goals and objectives. We use state of the art technology that includes, eMoney™, Morningstar™ and Albridge™.
In 2018 he affiliated his independent practice with City Fiduciary Group in Vancouver, Washington. In 2020 he acquired the financial planning practice of Vivienne Strickler in Seattle, Washington and relocated his office from Mukilteo, WA to Dexter Ave on the north end of Queen Anne Hill.
He is an avid snow skier and PSIA Instructor. Jeff has been married to his wife Jean since 1984. Jeff and Jean are both US Army veterans. They have four children and many grandchildren (6 and counting as of 2021).
Industry Exams Passed:
Series 7 (General Securities)
Series 66 (Uniform Combined State Law )
Series 65 (Uniform Investment Advisor Law Examination)
Series 63 (Uniform Securities Agent State Law)
Additional Experience and Background Information:
Merrill Lynch, Vice President 1988 – 2002
US Army Staff Sergeant, Top Secret Clearance, Computer Programmer, Telecommunications, Networks – 1980 – 1988
University of Maryland, Computer Science
Born and raised in Seattle, Washington (Shoreline Spartan Highschool)