About us

“My father was an investment professional, and I understood from an early age that the real value of his profession was being kind to people and hearing them say, ‘Thank you for taking care of our family.’ Today, I define family as people who I get to help. Helping my extended family of clients and looking out for their best interests is my primary value.”

Jeff’s more than 35 years of experience in the financial services industry offers a long-term perspective of the markets, and gives him an appreciation for the longevity of his clients’ family and generational relationships. This perspective enables him to empower clients to maintain their investment strategies amid the distractions of short-term market noise and remain focused on their life goals and financial objectives.

A native of San Diego, Jeff graduated from the University of Colorado with a B.S. in business and returned home with the U.S. Navy. He subsequently completed master’s degrees in human behavior from U.S. International University and business administration from National University. Jeff joined the Los Angeles Times as the training and development manager, where he assisted executives and supervisors in building their careers and improving the organization. He once again returned to San Diego in 1983 to join Morgan Stanley Smith Barney before moving to RBC Wealth Management in 2012.

Jeff and his wife, Kim, enjoy traveling, golfing and spending time with family. They are actively involved in supporting Autism Speaks and the San Diego Zoo.