Jeff chose his career so he could give friends, family, and fellow church members advice they could trust.
Joined Lido: 2005
Homebase: San Diego, CA
Professional Focus: Jeff sharpens his skills and supports his clients by keeping up with the rapidly changing financial world by attending industry conferences and avidly follows market, economic, and financial planning news.
Education: B.S., Finance, San Diego State University
Previous Work Highlights: Jeff began his career as an intern with Ken Stern & Associates in 2004. Inspired by the atmosphere of continued growth and improvement in the firm’s abilities to help their clients, he accepted a full-time position. In 2014, Jeff began working with Lido, prior to its merger with Ken Stern & Associates.
Personal Facts: Jeff is interviewed frequently by San Diego print and broadcast media. He had a short-lived acting career as a baby, starring in a pizza commercial in Eau Claire, WI.
