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I earned my MBA in Finance/Accounting from Regis University and my BS in Accounting from University of Phoenix, both while working in financial services. I also have two professional designations, CFP(R), Certified Financial Planner and CAIA, Chartered Alternative Investment Analyst. I bring my experience and credentials to assist other study for the various entry exam s required to be part of the financial services industry. I believe in an interactive and questioning approach. What this means is when I am asked a question, I will ask a different question and look for the "light bulb" light when the answer is found from within. You will find me patient and easy going. As far as outside activities, lots of time outside walking or riding my bike to stay refreshed.

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Jeff’s Qualifications

Education & Certification

Undergraduate Degree: University of Phoenix-Online Campus - Bachelor of Science, Accounting

Graduate Degree: Regis University - Masters in Business Administration, Accounting and Finance


Golf, cooking, reading, pets, especially my buddy Buzz, a 12 yr old golden retriever that loves to go walks and pass his favorite bakery and get a chunk of fresh bread to start his day.

Tutoring Subjects

Professional Certifications

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)

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