Scottsdale, Gilbert, & Goodyear:
Salt Lake City Area:
Client Development Team: Andy Mortenson and Britni Wilcox
Founder & CEO
Jeff leads the Client Development team directly. He has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
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