Founder of Phase 4 Financial Solutions, CFP®
Phone: 619-291-4333 ext. 104
Jeff has had a passion for personal financial planning since college and has been involved in the profession since moving to San Diego from Michigan in 1998. He has been the Endorsed Local Provider (ELP) for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. He achieved his Certified Financial Planner designation in 2009. He brings a wide range of experience for a variety of planning needs, but places a primary focus on creating income plans for individuals approaching Phase 4 and working with entrepreneurs and other clients who have big goals they want to accomplish in life.
Outside of the office Jeff loves spending time with his wife, Elizabeth, and his amazing kids Joshua and Leilani. He is active in both playing and coaching a variety of sports, very connected with his church, and loves to travel.
Branch Operations Manager, Financial Advisor
Phone: 619-291-4333 ext. 101
Josh is our Branch Operations Manager, supporting day-to-day efforts in making sure clients feel secure and confident, while always attempting to exceed client expectations. His duties include general account maintenance, handling client requests, troubleshooting and a wide variety of operational and support functions. With Josh’s years of experience in the financial industry, he has learned about clients’ needs, along with industry practices, and works hard behind the scenes to build processes and efficiencies to serve our clients. Prior to joining Phase Four, Josh worked for a couple of Credit Unions in various member services positions.
Josh is a born and raised San Diegan. He lives in Chula Vista with his wife, Brittany, and their son and daughter, Judah & Lily. They enjoy San Diego living, whether taking in ball games or running after their kids in the local park.
The nature of our business is such that we are central coordinators of many of our client's secondary planning relationships, including CPA's, attorneys, property & casualty insurance agents, mortgage and real estate professionals, and many more. We have developed relationships with many quality professionals who we consider to be part of our extended service team. If you need a referral for a specific professional for your planning, we will be happy to make introductions. We also love working closely with your advisors who are currently part of your planning team.