Contact Info
Jeff has more than 28 years of experience in the investment industry and specializes in all income- producing investments, including municipal bonds, corporate bonds, and equity income products.
Prior to joining Umpqua Investments, Jeff spent 15 years with a regional investment banking and sales organization where he was responsible for regional and national sales distribution of fixed income products to institutional as well as retail clients. While serving high net-worth individual investors, Jeff developed relationships with bank trust departments, bank portfolio managers and bond mutual funds.
Jeff received his Bachelor of Science in Management from the University of Oregon and holds series 7, 63 and 65 securities licenses.
Jeff serves on the finance committee and the board fo trustees of his community church in Clackamas. He also supports FISH Emergency Services, a church sponsored relief agency, where he volunteers regularly.
Jeff and his wife Deborah recently celebrated their 30th anniversary and share their home with their two children, JJ and Beth, who attend college at the University of Oregon and Pacific Lutheran University.