Jeff began his career at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and spent the next five years in the firm's North American headquarters in New York City. While in Los Angeles, Jeff was chief compliance officer and director of operations for Bradford & Marzec, Inc., a fee-only, institutional fixed-income investment advisor. He was also director of operations with Post Advisory Group, LLC, a high-yield bond and distressed-debt investment advisor and hedge fund manager.
Jeff earned the Certified Financial Planner™ designation in 2007 and became a member of the fee-only National Association of Personal Financial Advisors (NAPFA) in 2009. He received his MBA in international finance from St. John's University in New York in 1994 and his B.A. in international business and German from California State University, Fullerton, in 1989.
Jeff is actively involved in community service. He serves as director and treasurer of Carry It Forward, an innovative, trauma-informed non-profit serving Eugene/Springfield’s unhoused community. Past work includes seven years as a director (three as board chair) for Lutheran Volunteer Corps (LVC), volunteering at Horse Feathers Equine Rescue in Guthrie, OK, serving as an active member and president of the Financial Planning Association’s Central Oklahoma Chapter, and volunteering on committees for the City of Norman, OK and Norman Public Schools. Jeff is a Returned Peace Corps Volunteer who served three years in an Amerindian rainforest community in Suriname, South America.
Raised in Orange County, California, Jeff has lived and worked in three countries and four states. An avid traveler, he is fluent in German and Sranan Tongo, has studied French and Dutch, and he is now working on his Spanish. Jeff enjoys hiking, rock climbing, swimming, volunteering, and being an empty-nest dad.