Since graduating from Biola University in 2004, Jeff has been an active resource for his clients. Jeff and Paul Larson work jointly providing financial education, information and services to enable physicians to make informed financial decisions.
Jeff is also a frequent educational speaker to physician groups across the country. He realizes that, as a physician, your occupation, lifestyle and personal expectations will set your financial needs apart from others. Our process provides you with a realistic assessment and guidance in key areas such as asset protection strategies, risk management, tax efficient wealth accumulation and creating an exit strategy.
Jeff and his wife Kim met at Biola in Orange County, CA and now live in St. Louis, with their five children, Mackenzie, Tristan, Chase, Riley and Avery. They enjoy outdoor activities and traveling. Jeff and Kim are actively involved in their church community as small group leaders and high school youth group leaders. Warning to physicians who are interested in golfing with Jeff; he likes to get his money’s worth, so his goal is to hit the ball as many times as he can. Tennis would be a better option!
Check the background of this investment professional on FINRA’s BrokerCheck