Core Focus: Insurance broker for high net-worth individuals.
Firm Experience
- Joined the firm in 2026
- Works with high net-worth individuals on complex life insurance policies for those in need of estate planning and protection
Background & Personal
- A life insurance veteran of over 40 years, Jeff has spent the past 11 working with M Financial firms
- Before joining M, he was a General Agent for John Hancock in NYC.
- Wood River YMCA Treasurer and board member
- Lives in Sun Valley Idaho with his wife, Judi. They have 2 daughters Ashley and Brooke, and 4 grandchildren Emmy, Lucy, Teddy and Olivia. He enjoys skiing and fishing and golf in the Idaho mountains.
