Jeff’s background is in investment operations and investment portfolio analysis. He started his career with an investment and wealth management firm in San Francisco before moving to Perth where he has transitioned into the Financial Planning side of the industry.
The majority of his time spent with the firm in San Francisco found him working with high net worth clients executing money movement transactions, investment of assets, and performance reporting. As an associate advisor/paraplanner with Insight Financial Partners, Jeff looks forward to assisting you to meet your financial goals and needs.
Jeff attained a Bachelor of Science in Finance and Economics from California State University of East Bay near San Francisco. He was a member of the University’s golf team and although doesn’t play much anymore, he enjoys a few driving range sessions here and there.
When he isn’t assisting clients to meet their financial goals, you can find Jeff in Kings Park or the beach with his partner Claire, and their ever-energetic border collie Maggie.