Each day, Jeff works on getting you a step closer to your goals, and taking care of any roadblocks along the way. He’s here to help you with choices and challenges as they arise, as well as your long-term objectives. Having worked his way up through the ranks at LNWM – from associate to analyst to advisor – Jeff is known for his dedication to clients and for finding solutions that are meticulously thought out and well-executed.
Jeff specializes in complex trusts and estate planning, and his success reflects a thorough understanding of LNWM clients, their families and their values. He especially enjoys getting to know the younger generations, which he thinks is key to building and safeguarding family wealth, as well as creating a lasting legacy.
Designations and Education
- Certified Trust and Financial Advisor (CTFA)
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration
Central Washington University