Jeff joined Summit Global Investments in 2019 after spending the previous 17 years as a Financial Advisors and Investment Advisor Representative.

Jeff has a dual focus with Summit Global Investments. One is on creating Lifetime Income for his clients. He is committed to help navigate through even the most complicated financial matters and find a workable solution to maximize his client’s assets and build solid wealth. The other is to educate and support Investment Advisors as to the benefits that Summit Global Investments offers them and their clients. Jeff holds the FINRA series 6, 63, and 65 licenses.

Jeff graduated from Weber State University and lives in Davis County with his wife Amy. They have four sons and five grandkids. He enjoys travel, coaching youth sports, camping, photography and his grandchildren.

Jeff joined Summit Global Investments in 2019 after spending the previous 17 years as a Financial Advisors and Investment Advisor Representative.

Jeff has a dual focus with Summit Global Investments. One is on creating Lifetime Income for his clients. He is committed to help navigate through even the most complicated financial matters and find a workable solution to maximize his client’s assets and build solid wealth. The other is to educate and support Investment Advisors as to the benefits that Summit Global Investments offers them and their clients. Jeff holds the FINRA series 6, 63, and 65 licenses.

Jeff graduated from Weber State University and lives in Davis County with his wife Amy. They have four sons and five grandkids. He enjoys travel, coaching youth sports, camping, photography and his grandchildren.