Jeff has spent over 30 years in the financial services industry. He has been a financial advisor at RBC Wealth Management for 16 years; providing wealth planning and investment services to individuals and retirement plans. Prior to coming to RBC Wealth Management, he worked for many years designing retirement and executive compensation plans and providing retirement planning for individuals.
A 1977 graduate of Arizona State University, he earned his Bachelor of Science degree in accounting. In 1980, he obtained his Juris Doctorate law degree from the University of Minnesota and in 2008, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.