Mergers & Acquisitions Analyst
Jeff joined Carson Wealth in April 2017 as a Mergers & Acquisitions Analyst. Prior to joining Carson Wealth, Jeff worked as a Portfolio Advisor at Northwest Wealth Management. He currently holds his Series 65 registration with CWM, LLC.
Although originally from California, Jeff has moved all over the country due to his dedication for ice hockey with stints in Indiana, Alaska, North Dakota, Rhode Island and Minnesota. After graduating from St. Olaf College with a BA Degree in Economics with an emphasis in finance and a Statistics concentration, Jeff decided to hang up the skates and utilize his educational background to get into the financial service industry.
In his free time he enjoys playing ice hockey, going to the gym, attending sporting events, hiking, golfing and taking his dog on adventures. Jeff was married in October of 2016 to his lovely wife, Deanne, and they have one furry child named Hobey.
Get to Know Jeff
Favorite Food: BBQ and Mexican Food
If Jeff could meet anyone, past or present, it would be: Jesus Christ
Favorite movie: Miracle & Forrest Gump
Favorite TV show: The Office
Favorite holiday: Christmas
Something on Jeff’s bucket list: Skydive, Win the Stanley Cup, Compete in the CrossFit games, start my own foundation
Place Jeff would most like to visit: Hawaii, Bora Bora, New Zealand
Biggest accomplishment: Captain of the St. Olaf Men’s hockey team, Second Team All-American, MIAC Conference Player of the Year, Finalist for Sid Watson Award which is given to the MVP of Division 3 Ice Hockey