Vice President, Financial Adviser
As a Financial Adviser, Jeff enjoys working closely with families and individuals to provide investment advice for their financial future. In addition, he is responsible for introducing Telos Capital Management, Inc. to prospective clients in Orange County, CA and surrounding areas. Prior to joining Telos, he served as Director and Investment Officer for Check Capital Management Inc. headquartered in Costa Mesa, CA. Before relocating to California, Jeff managed wealth for affluent families with Raymond James Financial Services in Orlando, FL. He earned his Bachelors of Arts in Economics from Rollins College, and his Master of Business Administration in Finance and Management from Crummer Graduate School of Business.
Jeff resides in Laguna Beach with his wife and two children. He enjoys playing basketball and tennis, spending time with his family, traveling and enjoying what Southern California has to offer.