Jeff has over 7 years of professional experience in the financial advisory industry working with clients on comprehensive and analytical investment and financial planning solutions.
Prior to joining Miracle Mile Advisors, Jeff spent 5 years with Fidelity Investments building his practice by working with families and individuals on portfolio analysis, financial plan development, and retirement modeling. Jeff began his career at Edward Jones Investments where he laid the foundations of excellent client service.
Jeff received his Bachelor’s degree in Economics & Finance from Miami University. He holds the professional designations of Certified Financial Planner (CFP®) and the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities licenses. He is actively involved in community causes such as Skyhawks Sports whose focus is teaching the youth life skills through sports.