Private Banking Relationship Officer
When it comes to your finances, Jeff doesn’t believe in cookie-cutter solutions. Knowing your financial situation is unique to you, he leans on two decades of experience to:
- Understand your needs and goals
- Customize solutions unique to you
- Help you create and grow wealth
Jeff has a long track record of banking industry experience and leadership. He’s helped individuals and businesses with complex succession planning during the transfer of ownership and acquisitions. He’s worked with professional practices, manufacturers, and developers. He knows how to match the right tool to the job.
He takes great pride in serving his longtime Inland Northwest neighbors. A graduate of the University of Idaho, he’s also an active community volunteer. His favorite causes include SYSA, Spokane Indians Youth Baseball, Rocky Mountain Elk Foundation, and Love A Child Inc.