Jeff is passionate about helping clients succeed. He has been in the investment industry for over four years, and is an enthusiastic member of the team. He believes that failure is never an option, which inspires our clients as he works hard to ensure their financial success.
Providing uniquely tailored plan, insurance and portfolio analyses, Jeff supports clients’ financial goals. Working directly with Pam and Kelly, he helps to identify opportunities for clients to achieve further growth and success. In addition, Jeff manages the tools to support client meetings, ensuring they run smoothly and efficiently.
Jeff is a licensed member of the Mutual Funds Dealer Association and graduate of the University of Lethbridge’s Bachelor of Management degree program. He is currently pursuing additional licensing to further support the team and our clients.
Jeff is a born and raised Calgarian and Calgary Flames fan – sorry Kelly! When he’s not in the office, you can find him improving his golf game, biking, snowboarding and hiking with his wife, Callie.
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