Jeff is the Co-Founder and CEO of Retirement Security Centers. He was instrumental in developing the company’s EASE process and Envision Plan; both are foundational in our work with clients. In addition, as the Chief Executive Officer, Jeff instills, exemplifies, and leads the organization with the customized care afforded to each of the 3,000+ clients who work with RSC’s team of credentialed financial advisors and associates. Jeff holds a Bachelor of Business Administration degree with double concentrations in Finance and Management from California State University, Chico. Still an active member, he previously served on the board of directors for the Northern California Financial Planning Association. Jeff, his wife, and two children live in Rancho Murieta, CA.
Fun Facts:
- Your favorite sports team?
Dating back to my grandparents and passed down through generations, we’ve all been San Francisco 49ers fans. Many great memories tailgating with the family over the years.
- Where is the furthest place you’ve traveled?
Based on flight time and then height, this would be Mt. Kilimanjaro for me. Hiking almost 20,000 feet to the top of the world’s tallest freestanding mountain was quite the adventure!
- What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
A Buick Roadmaster station wagon with that beautiful fake wood paneling on the side. Passed on the first attempt, only to get my first ticket 6 days later and then abruptly have my driving privileges revoked by D/M V (Dad/Mom Verdict!)
What do I enjoy most about working at Retirement Security Centers?
Luckily, a lot! Waking up every day and knowing the work we do as a company has a meaningful impact on the lives of others is paramount. I gain tremendous energy and satisfaction when clients share how we have brought clarity to their situation and provided them a path to obtain financial independence.