As a Registered Financial Consultant (RFC) and a retirement planning specialist, Jeff has helped hundreds of Arizona families plan for their retirement goals and dreams. Over the past 16 years, Jeff has specialized in helping clients avoid financial and tax pitfalls prior to and during their retirement years. His ability to communicate financial concepts and strategies in simple terms has helped clients make thoughtful and informed decisions about their financial futures.

Jeff was born in Mesa and now resides in Gilbert with his wife and four children where he has been actively involved with the Boy Scouts of America over the past 12 years. A popular public speaker and the former co-host of a financial radio program, Jeff conducts many retirement seminars and workshops on common financial mistakes and how to easily avoid them. 

He is a Registered Representative offering securities and investment advisory services through First Financial Equity Corporation. Member FINRA/SIPC and a registered broker-dealer.  He holds FINRA Series 7, 24, 65 and 63 registrations. 

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Alliance Financial Group, Inc.