Jeff’s interest and passion regarding personal wealth management led to a chance encounter with Dan Gensler in January 2011. It was at this encounter that Dan and Jeff discovered they shared the same values, investment philosophies, and a mutual desire to serve. Jeff is scheduled to retire from the Navy in June 2016.
Jeff is currently active duty with almost 20 years of Explosive Ordnance Disposal (EOD) experience and is a Master EOD Technician/Special Operations Operator and Master Training Specialist. He has served in several combat theatres of operation to include Operation Enduring Freedom and Operation Iraqi Freedom. Jeff has 10+ years of Special Operations experience leading advanced EOD operational elements and teams.
Throughout Jeff’s military service he has continually been nominated to serve as the Command’s Financial Specialist (CFS). Within this capacity he has helped countless service members and their families setup and coordinate various retirement vehicles to include Thrift Savings Plans (TSP), Individual IRAs, 401(k), 403(b), and education planning. Additionally, he ensured members had appropriate estate planning documents and were adequately insured.
Jeff holds a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University and is designated Certified Financial Planner™.
Jeff and his wife of 16 years, Sarah, reside in Coronado with their three children. Jeff is a regular volunteer at Coronado Schools and various athletic activities. He actively supports the EOD Warrior Foundation, NSW Family foundation and others. In his free time Jeff enjoys spending time with his friends and family, travel, wine tasting and Brazilian Jiu-Jitsu.
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