Founder of Phase 4 Financial Solutions, CFP®
Phone: 619-291-4333 ext. 104
"I have had a passion for personal financial planning since college and have been involved in the profession since moving to San Diego from Michigan in 1998. I have been the Endorsed Local Provider (ELP) & SmartVestor Pro for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. I achieved my CFP® (Certified Financial Planner) designation in 2009. I bring a wide range of experience for a variety of planning needs, but place a primary focus on creating income plans for individuals approaching & in Phase 4 (Retirement) and working with entrepreneurs and other clients who have big goals they want to accomplish in life. My passion is to encourage my clients to plan & pursue life in such a way that they can live with no regrets.
Outside of the office I love to spend time with my wife, Elizabeth, and our amazing kids, Joshua and Leilani. I am active in both playing and coaching a variety of sports, very connected with my church, and love to travel."
Advisor Support Specialist
Phone: 619-291-4333 ext. 101
"I am the Advisor Support Specialist to Jeff, supporting day-to-day efforts in making sure clients are well taken care of with any transactions and communication, while always attempting to exceed your expectations. My duties include general account maintenance, handling client requests, troubleshooting, and a variety of operational & support functions. I am a highly motivated young professional with a background in customer service, PR, marketing, and community relations. I am grateful for the opportunity to be in the finance industry, as it allows me to continue to do what I love, which is helping others & making a difference in my community.
Outside of the office I love spending time with my family & friends. I enjoy rooting for my hometown Padres and yes, still a die-hard Chargers fan (even though they broke my heart when they moved to LA). I strive to work hard and also live my life to the fullest."
Extended Planning Team
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.