After graduating Boise State University with a BS in Political Science, Jeff put his degree straight to work managing, operating, and owning various companies in the construction field.

Feeling unfulfilled with his path, he had a chance meeting and found himself pivoting into the wealth advisory world. He started at Northwestern Mutual in the broker dealer model, but as his knowledge and practice expanded, he felt confined with what could be offered to his clients.

He moved into the fiduciary RIA model with Doceo Wealth, where he found a group that embraces risk management and loss avoidance beyond just insurance-type products.

And the end of the day he want clients to be an extension of his family, where he discuss the heart of their fears, values, and what’s important to them, so he can effectively provide financial life-planning without taking unacceptable risks.