Jeff

What have I been doing since RRHS? I went to Muskingum University in New Concord Ohio and received my BA degree. I studied at the University of Munich in Munich Germany during my junior year. I also received an MBA degree from Indiana University in Bloomington, before moving to California in 1972 and settled in the San Francisco Bay area. Since then I've been in the financial services industry. I'm a Certified Financial Planner. I have my own business. I help my clients in every aspect of their financial lives, especially working toward a comfortable and secure retirement. I also specialize in helping empower women with the knowledge and confidence to take ownership and control over their financial future. I was featured in USA Today as one of the First 100 advisors nationwide to win the Women's Choice Award for Financial Advisors, and the first in the San Francisco Bay area. I really enjoy what I do in helping to make a meaningful difference in the financial lives of my clients. My wife and daughter and I play golf almost every weekend. Our daughter is a natural ever since she picked up a club. It's been a lot of fun. I'm looking forward to sharing a lot of great stories, memories and experiences with everyone.