President and Founder
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 issues with regards to retirement, wealth preservation, insurance and lending. After working 30 years in sales, finance and management, he decided to go into business for himself and quickly moved up the ranks in the financial services industry.
As President and owner of Penny Lane Financial, Jeff takes a fiduciary interest in recommending what is best for each client, including referrals to other professionals if needed. 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, WA Designated Broker (Mortgage) and has obtained multiple State licenses in life, property, 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.
Jeff lives in Tacoma with his wife Christine, where they have raised two accomplished daughters. He enjoys fishing, barbequing, golf, wood-working and walking with his dog Baxter.