Jeff has spent nearly a decade advising high-net-worth individuals and families on financial planning and investment strategies – with particular expertise in guiding founders, early employees, and executives. He takes the time to understand the nuances of each client’s balance sheet, financial goals, and planning needs to help them make clear and confident decisions.
Prior to joining Farther, Jeff held roles at First Citizens Wealth (SVB Private) and BNY Mellon Wealth Management, where he focused on advising investors, founders, and executives with restricted stock, equity compensation, and liquidity planning. Jeff is a CFA® charterholder and member of the CFA Institute and CFA Society of San Francisco.
Jeff and his wife, Bridget, live in the San Francisco Bay Area with their two wirehaired pointing griffons. An avid soccer player, Jeff also enjoys snowboarding, hiking, and exploring the outdoors.
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.
