Qualifications
Jeff worked as a petroleum landman until 1986 when he switched careers and became a financial advisor. He has over 32 years of experience as a financial advisor. Jeff has completed the Accredited Wealth Manager Program and has earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Geared toward meeting the specialized needs of individuals and families, this advanced-level program builds on the fundamentals of wealth management, with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.
By earning this professional designation, Jeff has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high net worth clients. The program also offers high-level insight on how to collaborate with other professionals, such as attorneys or accountants, to create better, more unified wealth strategies.
Education
- University of Montana - graduated in 1980 with a BS in Business Finance.
- Passed FINRA Series 7, 63 and 65 exams
- Life and Health Insurance license
Personal
Jeff lives in Billings, Montana with his wife Tavell and their daughter Madison. He is involved within the community by serving as a Treasurer of Shrine Chanters, is the past President of the Petroleum Club, and a Board member for Yellowstone Country Club. His interests outside of work include spending time with his family, golfing, skiing and bird hunting.
