Managing Director
Jeff joined Associated Pension Consultants (APC) as a Consultant in 2007 after several years in the retirement plan business prior. He earned his Bachelor of Science degree from the University of California, Los Angeles in 1999.
Jeff focuses on cultivating new business opportunities and enjoys educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains a high-touch service model that’s both efficient and fosters close relationships. Jeff regularly provides training to professionals in the tax preparation and financial advice sectors.
Jeff resides in Shingle Springs, CA with his wife, Leahe, and sons, Gavin and Austin. He is a passionate outdoorsman, with particular interests in hunting, fishing, and water sports.