With nearly three decades of financial services experience, Jeff has centered his practice around providing objective, independent, and comprehensive advice and service to individuals and families. His goal is to help each of his clients achieve the lives they want: ultimately, money is just fuel, but a rich life is defined differently for each person.
Prior to joining Farther in 2023, Jeff was most recently a Senior Wealth Advisor at Goldman Sachs Personal Financial Management (United Capital), where he started in 2012. Jeff began his financial services career at The Franklin Templeton Group in 1991 and also held roles at Robertson Stephens Investment Management and Schultz Collins Lawson Chambers, Inc., an independent Registered Investment Advisory firm, where he advised and worked with individuals, families, foundations, and corporations.
Jeff holds an A.B. from Dartmouth College and received his MBA from The Fuqua School of Business, Duke University. Upon Jeff's graduation from Dartmouth, he played a year of professional tennis – competing in the United States, Europe and Asia – and achieved an Association of Tennis Professionals world doubles ranking. Jeff was also a member of the Squaw Valley National Ski Patrol for seven years.
A native of the San Francisco Bay Area, Jeff and his family relocated to Bend, Oregon, in early 2020. He enjoys pickleball, skiing (all kinds), mountain biking, hiking, an occasional round of golf, and spending time with his wife and four children.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
