CEO | Wealth Advisor
For over a dozen years, Jeff has advised some of the country’s most successful families on all aspects of their wealth. With his background as a former tax and estate planning attorney at a prominent Houston, Texas law firm, Jeff has advised clients through business sales, funding rounds, IPOs, complex tax and wealth planning transactions, private and public market investments, executive compensation packages, succession planning, and much more. In short, Jeff helps clients navigate the unique challenges that come with building wealth and helps them better predict their financial future.
In addition to co-founding Solidarity Wealth, Jeff advises single family offices on a broad array of challenges. Jeff also serves as the Managing Partner of Solidarity Capital, an income fund managed separately by the Solidarity partners.
Jeff is a sought after thought leader on a wide range of tax, finance, and estate planning topics. Jeff has been quoted in Yahoo!Finance and Kiplinger’s, has published in diverse publications from Silicon Slopes Magazine to the Taxation of Exempts Journal by Thomson Reuters, and has spoken to audiences ranging from the Estate Planning Section of the Utah State Bar to the Nonprofit Organizations Institute to large company conferences.
Jeff holds a bachelor’s degree in accounting from Brigham Young University – Idaho and a Juris Doctor, with honors, from the University of Texas School of Law. Outside of work, Jeff is married and the father of three amazing children. He has also served as past President of the Salt Lake Estate Planning Council.
Education and Certifications
Bachelor of Science in Accounting, Brigham Young University, Idaho
Law Degree, with Honors, The University of Texas School of Law
Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization
Board of Directors of the Salt Lake Estate Planning Council
Member of the Society of Trust and Estate Practitioners (STEP)
Advisory Board Member of Silicon Slopes