Jeff brings a breadth of knowledge and experience to Trail Ridge Wealth Management’s clients. With two decades of experience in financial services, his professional expertiseincludes consulting with high-net-worth individuals regarding complex estate and financial planning needs and the administration of personal and charitable trusts.
Jeff served as a Senior Vice President for a mid-sized regional bank in Denver–formerly known as Steele Street Bank & Trust–and as Managing Director of Trust Services for the largest privately-held bank in the United States. He earned his Bachelor of Arts degree from Oberlin College and his law degree – with distinction – from the University of Nebraska College of Law. He graduated with high honors from the American Bankers Association Graduate Trust School, holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the Institute of Certified Bankers, and completed the Institute for Career Advancement Needs (ICAN) Defining Leadership program. Jeff serves on the board of the Rocky Mountain Estate Planning Council and is a member of the Boulder County Estate Planning Council and the Estate Planning Council of Southeast Denver. In addition, he is an active member of the Colorado Bar Association Trust & Estate Section, serving on its Uniform Trust Code and Uniform Directed Trust Act subcommittees. Jeff authored the Directed Trusts chapter for the seventh edition of the Colorado Estate Planning Handbook. He is admitted to practice law in Colorado and Nebraska, and maintains his Series 65 securities license.
Jeff is a lifelong lover of music and a past president of the Opera Fort Collins Board of Directors. He enjoys spending time with friends and hiking in the Rockies with his family.
Jeff is a classically trained tenor who enjoys performing in community and church musical events.