CEO | Wealth Advisor
For over a dozen years, Jeff has advised some of the country’s most successful families on all aspects their wealth. With his background as a former tax and estate planning attorney, Jeff has advised clients through business sales, funding rounds, IPOs, complex tax and wealth planning transactions, private and public market investments, executive compensation packages, and much more. In short, Jeff helps clients navigate the unique challenges of wealth and better predict their financial future.
In addition to co-founding Solidarity Wealth, which serves as a multi-family office to successful families in the Mountain West, Jeff advises single family offices on a broad array of challenges. Jeff also serves as the Managing Partner of Solidarity Capital, an income focused hedge fund.
Prior to co-founding Solidarity Wealth, Jeff was a Wealth Advisor at one of the country’s largest Private Banks where, at the time of his resignation, Jeff was ranked as their top Wealth Advisor in the country. Jeff also worked as a tax and estate planning attorney at a prominent law firm in Houston, Texas.
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 and is a frequent speaker on tax and estate planning topics.
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