After graduating from the University of California at Santa Barbara, Jeff began his career as an educator, teaching physics and mathematics for two years as a Peace Corps volunteer. He then spent ten years teaching accounting and business software in Oakland, before making the transition from education to accounting consulting in 2004. 

In 2022 Jeff joined WEG through Napa Valley Wealth Management acquisition. His commitment to quality and attention to detail in both bookkeeping and report preparation make Jeff ideally suited to his role of Family Office Services Manager.

A natural teacher and a certified QuickBooks® ProAdvisor, Jeff regularly puts his education background to work by instructing clients how to improve their bookkeeping skills. He’s passionate about helping clients better understand what goes into their reports so they can make better personal or business financial decisions. Jeff is a Certified QuickBooks® ProAdvisor.

Services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.