Jeff envisioned a company where he could better serve his clients by offering more than one type of financial service; where people could openly discuss and learn about complex financial strategies. President and owner of Penny Lane Financial, Jeff takes a fiduciary interest in recommending what is best for each client while also utilizing our special mix of financial specialists. His area of specialty is retirement planning, annuity education and life insurance.
Jeff’s friendly demeanor, along with extensive knowledge, has allowed him to help people with their finances while creating lasting relationships.
His educational background includes a Washington State University Bachelor's degree, trained as a Wealthy and Wise© Advisor and the attainment of multiple State licenses in life, disability, property and casualty, and lending. He is a current board member of Bates Technical College, a past participant on the Pierce County Goodwill Board of Directors and has active memberships at the City Club of Tacoma and The Fircrest Golf Club.