Jeff joined Snider Financial Group as a wealth advisor in 2023. Jeff has over 28 years experience in the investment management industry. Prior to joining Snider Financial Group, Jeff was an Investment Advisor at Summit Family Office Services, he also co-founded Crescita Capital Management and Rigel Capital Management.

One of the things Jeff enjoys the most about being a wealth advisor is helping his clients create goals, dreams, and opportunities that they didn’t know was a possibility through financial planning.

Jeff is a Washington State native who graduated from the University of San Francisco with a B.A. in Finance and a minor in Psychology in 1995. Jeff has held senior roles in trading, research and analysis, and institutional and individual client servicing.

Jeff and his wife Heidi, a professional equestrian athlete at Hillcrest Training, reside in Woodinville WA, along with two sons and one daughter: Jordan, Camden, and Elli. Jeff enjoys spending time outdoors in the Pacific Northwest doing various activities with his family, and traveling.