Jeff has spent over 10 years in public accounting, working with nationally recognized firms including EY, KPMG, and Armanino. Throughout his career, he has developed extensive experience serving individuals and businesses with complex tax and financial needs. Jeff earned his Master of Accountancy from Brigham Young University and is a Certified Public Accountant (CPA).
Jeff has a particular passion for retirement planning and personal finance. He enjoys helping clients create practical, thoughtful strategies that align with their long-term goals, whether that means building a sustainable retirement plan or establishing strong budgeting habits. His background in public accounting gives him a detailed, analytical approach, but he focuses on delivering advice in a way that is clear, actionable, and tailored to each client’s situation. He values building lasting relationships and partnering with clients to help them move forward with confidence.
Outside of work, Jeff enjoys golfing (even if he admits he’s still working on his game), watching sports — especially the Utah Jazz and the Utah Mammoth — and spending time outdoors. He and his wife, Jamie, stay busy with their two children, James and Juliet, and love making the most of family time together.