Jeff is a Registered Principal with Independent Financial Group, LLC. Jeff has an extensive background in business management and administration. He served as Chief Compliance Officer at his prior broker dealer, where he also oversaw the Research and Analysis department.
Jeff specializes in the protection, accumulation, preservation, and distribution of wealth and embraces general financial planning issues when working with clients in the management process. He holds FINRA Series 7, 24, and 66 licenses.
Jeff and his wife Tina live in Corona, CA with sons Joey and Isaac and daughter Lauren. In his spare time, Jeff stays busy coaching youth football, basketball, baseball, and soccer teams for his kids, and tries to find time to satisfy his love for the game of golf.