Jeff is a financial advisor with The East Group, specializing in comprehensive financial planning, investment management and 401(k) plan consulting. He works closely with individuals, families, and business owners to develop personalized strategies that support long-term financial success.
Jeff earned his degree in Finance from the Eller College of Management at the University of Arizona. He began his career in venture capital, where he gained experience evaluating investment opportunities and analyzing market trends. He later joined a healthcare technology startup, where he was responsible for driving revenue growth and managing key client relationships. Jeff holds the Series 7 and 66 licenses and is currently pursuing the Certified Financial Planner (CFP®) designation.
Jeff lives in Scottsdale with his wife Hannah. He is an avid golfer, sports enthusiast and loves spending time with his friends and family.