Director of Financial Services
Jeff joined the MB Foundation team in May of 2014 after 30 years in the investment industry while living in the Denver, Colorado area. He brings to the foundation a broad background in financial services from his years with Morgan Stanley, Charles Schwab and RBC Wealth Management. Jeff supports the Foundation efforts in the fund management and estate gift administration areas. Jeff currently holds NASD series 7, 63 and 9/10 licenses. Jeff is married to JoAnne and they have five children – Ryan, who graduated from Tabor College, Maren, Jeffrey and Annaliese. Their oldest son Jens is married and lives in Seattle with his wife Attali. Jeff’s interests include spending time with friends & family, attending his kids events, mountain biking and being involved in the local church. Contact Jeff.