Jeffrey, an owner of Financial Security Management, Inc. has been a driving force in growing and shaping our organization since joining the firm. 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 a tax preparer, Jeffrey 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.
Jeffrey and his wife Tina live in Green Mountain where they are actively involved in the community. Jeffrey spends his spare time as the associate head coach of the Green Mountain High School boys lacrosse team, volunteering for many organizations, and enjoying time with his family. Jeffrey has two adult children of whom he is abundantly proud.
*An Enrolled Agent is allowed to represent taxpayers on any IRS issues up to the tax court stage.