“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

With 17 years of experience advising clients with a focus on retirement planning, Jeff joined Badgley Phelps in 2015 as a wealth manager. His expertise is working with successful professionals, business owners, and employees transitioning from their career to a meaningful retirement. This is done using a thoughtful financial planning process which addresses his client's unique goals and objectives to build a customized investment portfolio.

“I believe the combination of a written financial plan, sound investment advice and a knowledgeable adviser will lead to superior outcomes over the long term.”

Prior to joining Badgley Phelps, Jeff built and managed an independent advisory franchise at Ameriprise Financial Services which gave him first-hand experience in successfully developing, operating and exiting a small business. A hiker and skier who dreams of visiting Ireland or having a drink with Elon Musk, Jeff lives in beautiful Snoqualmie with his wife and three children.

EDUCATION

  • Bachelor of Arts in Finance, Western Washington University, Bellingham, WA

INVOLVEMENTS

  • Member, Financial Planning Association