Jeffrey, an owner of Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission), has been a driving force in growing and shaping our organization since joining the firm in 1992. He specializes in portfolio allocation and investing, tax planning and preparation, and small business consulting. Jeffrey strives to educate and mentor each of his clients to ensure their understanding and involvement in their financial picture, both today and in the future.
As an accomplished tax preparer, Jeff earned Enrolled Agent status in 1995, which allows him to practice before the Internal Revenue Service. Jeffrey received his Bachelor of Science degree in accounting from the University of Northern Colorado in 1992.
Jeff lives in Green Mountain with his wife and their two children where he is an active member of the community. He serves as a member and leader of many community groups, including Green Mountain Community Connections: a team involved in building strong relationships between local schools and their communities. Jeffrey spends his spare time volunteering, playing soccer and enjoying the outdoors--but most importantly he enjoys time with his family.