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VP Investment Services / Program Manager / Wealth Advisor
I strive to improve financial lives for my credit union member clients and their families through careful retirement plan design guidance, strategic and targeted communication and education, as well as continual monitoring of results.
Jeff has over 15 years experience working with local credit union members, helping them manage their retirement planning, investment, and family wealth goals.
Focused on educating credit union members regarding their retirement planning and investment needs.
Dedicated to helping credit union members work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.
Spent almost a decade with CUNA Brokerage Services (working with members of American First Credit Union)
Jeff spent five years as a Corporate Trainer for Harris Bank & Trust (Brokerage Unit) – educating brokerage employees and training them to become licensed representatives.
Current CFP Candidate
Investment Advisor Representative (IAR) of LPL Financial
Holds FINRA Series 7, 24, 63 and 65 securities licenses with LPL Financial
Holds life & health insurance licenses from Utah
Graduated from Brigham Young University with a Bachelors of Arts degree in Economics
Jeff and Brittany are happily married – they have 3 children and a black lab named Reggie. Jeff enjoys golf, fly-fishing, as well as coaching his children’s charter school tennis program.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Unionis not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO, WA
Check the background of investment professionals
associated with this site on FINRA’s BrokerCheck.
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While you may be able to handle most of your finances on your own, there may be special circumstances where you find yourself in need of some extra help. Here are some financial events where you may need the help of a financial professional.
According to a study conducted by Care.com, only 42% of adults have estate planning documents, such as will or living trust. Although this is probably one of the least fun financial tasks out there, it may be one of the most important. Here are some steps to consider when beginning your estate planning.
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