Jeff joined the Westpac Wealth Partners team in October of 2024 and brings a wealth of life experience to share with his clients from his previous professional and athletic accomplishments, and extensive travel adventures around the world.
Jeff had a successful 20-year career in the financial markets with various US and European investment banks which spanned New York, Japan, and Hong Kong. As an institutional equity sales trader, Jeff built and maintained business relationships with buy-side clients based on integrity, discretion, trust, and competence which he attributes to his success. It is these same principles that he lives by, in addition to his continued passion to help individuals, families and businesses improve their financial outcomes, which positions him as a valuable resource to his clients.
Jeff played collegiate lacrosse at Gettysburg College earning MAC all-conference and USILAA All-America
honors while leading his team to 3 NCAA Division III playoff selections. In addition, he was selected to the
MAC All-Century lacrosse team as an attackman.
Jeff is grateful for all that life has provided > good health, supportive family and friends, and amazing opportunities and experiences. HIs biggest joy in life is being a father having been blessed with a son named Salvador in 2015. He is originally from Garden City, New York but now resides in Ocean Beach, San Diego, California. Outside the office, Jeff enjoys surfing, snowboarding, trekking, adventure travel, cooking, youth sports coaching, spending time with friends and family, and local community building.
I hold FINRA series 7, 63 & 66 and is Life, Accident & Health licensed.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth
Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac
Wealth Partners, LLC. CA Insurance License Number - 4212683| 7400397.1 Exp. 12/26