I went skydiving at the request of a friend… It was a terrifying experience since I’m afraid of heights but overcoming the obstacle of fear was incredibly rewarding.
As the Client Services Manager at One Degree Advisors, Jeff is highly involved with clients on a day-to-day basis, ensuring processes are running smoothly and managing all things client service related.
Prior to joining One Degree Advisors, Jeff was a Trading Specialist at TD Ameritrade. He has spent a majority of his career in the financial world and has a unique background in financial planning which brings an advantage to serving clients.
When outside of the office find me enjoying all the fun activities in San Diego, such as hiking or going to the beach with my wife, PK and two boys, Landon and Daniel. On My Bucket List: Take the family on a Disney Cruise vacation.
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8880 Rio San Diego Drive, 1000
San Diego, CA 92108
Phone : 619.282.3288
Fax : 619.280.9553