Background and credentials
Jeff began working in financial services in 2012, as an intern for Basinger Investment Group. After graduating in 2015, he accepted a full-time position in Santa Barbara, CA as a Registered Associate for Wells Fargo Advisors.
As a Registered Associate, he learned the business from the ground up, gaining crucial experience in operations and working on a team of seasoned financial advisors where he gained valuable experience helping to manage investments for individuals, trusts and businesses with a comprehensive approach to building wealth and reducing risk.
Jeff graduated with a Bachelor’s degree in Interdisciplinary Studies from the W.P. Carey School of Business at Arizona State University, with concentrations in both Business and Communications. He has his series 7 and 66 securities registrations as well as his CRPC®, Chartered Retirement Planning Counselor designation.
Away from the office
Jeff enjoys working with youth and serves as the Student Ministries Pastor at Renovation Church. He and his wife Paige are heavily involved with medical missions and serve together on trips around the world. Jeff also loves the outdoors, plays basketball and practices yoga!