Wealth Advisor
.Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Born in San Diego, California Jeff graduated from San Diego State University in 1991. Jeff began his career with Thrivent in 1993 and 33 years later he continues his role as a Wealth Advisor, helping people achieve financial clarity. Jeff earned his Chartered Financial Consultant (ChFC) designation from the American College in 2004. Jeff met his wife of 30 years in Ventura Ca. They have 3 children, Trenton, 26, Caden, 25 and Talia, 22. When they are not caring for their 5 stubborn miniature dachshunds, 3 cats, a flock of chickens and a Sulcata Tortoise they enjoy traveling and spending time with friends and family.
- Bachelor of Arts, San Diego State University
- American College, ChFC designation, 2004
- FINRA Series 07 General Securities Representative
- Life and Health Insurance Licences
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0B03800)
- Colorado
- Idaho
- Kentucky
- Nevada
- New Hampshire
- New Mexico
- Oregon
- Tennessee
- Texas
- Utah
- Virginia
Insights
Office location
Ventura Location
877 S Victoria Ave. Ste. 101
Ventura, CA 93003
Phone805-644-4790Fax805-220-9005HoursVentura, CA 93003
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations