Jeff has extensive experience in the areas of income stream investment strategies as they relate to retirement and education planning, as well as equity and fixed income portfolio management, and he has more than 27 years of industry experience.
Jeff received his Bachelor of Arts degree in Economics from the University of Washington and earned the Chartered Financial Analyst® designation in 2005.
Jeff is a lifetime resident of the greater Skagit Valley area and currently lives in Mount Vernon with his wife, Stacy, and their three daughters, Sabrina, Samantha and Sarah. He is the Finance chairman for the ICRS endowment fund, a board member of the Skagit Valley Hospital Finance Committee and has coached youth soccer & softball in his free time. He has been involved with Rotary in the past, is an avid golfer & trivia ace, and loves following his beloved “Dawgs”.