Jeff is President of AlphaTrust Advisors and a 20-year veteran of the financial services industry. Jeff attended Arizona State University and holds a Chartered Retirement Plans Specialist and a Chartered Retirement Planning Counselor designation from the College for Financial Planning. He was also conferred the designation of Accredited Investment Fiduciary from the Center for Fiduciary Studies. He is the only financial or tax advisor in the State of Arizona to have been selected to serve on the prestigious Forbes Finance Council.
Prior to founding AlphaTrust, he spent ten years as a Divisional Vice President with AIG. Prior to AIG, he served as a Vice President at both Transamerica and Wachovia Bank. In addition to his responsibilities at AlphaTrust, Jeff serves as the Chairman of the Public Safety Personnel Retirement System Local Board for the City of Scottsdale. This board oversees the disability and retirement plan system for the City’s first responders. He also serves as a gubernatorial appointee to the Arizona Board of Osteopathic Examiners in Medicine and Surgery. This board is responsible for the oversight of osteopathic physicians (D.O.) and residents in the State of Arizona. In 2017, The Phoenix Business Journal named Jeff to their class of 40 under 40 outstanding business leaders.
Outside of the office, Jeff is deeply involved in the community. Jeff is a past-president of the Phoenix 20-30 Club, where he received the Goldwater Distinguished Leader Award and the Lifetime Achievement Award. He currently serves as the President of the Aspiring Youth Academy, a non-profit dedicated to teaching underserved Arizona youth about entrepreneurship and leadership. He is an Honorary Commander of the 21st Fighter Squadron at Luke Air Force Base and serves on the board of directors of Arizona State University’s Athletic Department.
Jeff is married to his wife Morgan and they reside in Scottsdale. In his free time Jeff and Morgan enjoy traveling to new places and SCUBA diving. Jeff is a certified Divemaster and Morgan is a certified Rescue Diver.