After graduating from Homestead High School in Cupertino, CA Jeff served in the U.S. Navy for the next 6 years. As an Aviation Anti-Submarine Warfare Technician his primary duties were maintaining the computer systems on board the squadron’s 12 P3-C Orion aircraft, which located and tracked submarines, from his duty station in Northern Japan.
Following his Navy career, Jeff worked in the electronics and telecommunications industry in Northern California. Jeff relocated to San Diego in 1984 to accept a management position at a high tech telecommunications company where he helped to design, manufacture and install telecommunication systems for commercial and government clients.
Promoted to Vice President of Operations in 1991Jeff continued to help grow the company to over $40m in sales for the next 3 years at which time he was transferred to Atlanta to take over as Vice President of Operations for a sister division of the company. A reorganization of the company following its purchase by a major government contractor left most of management replaced by the purchaser’s own management personnel.
After searching for where to best put his skills to use, Jeff began his career as a Registered Representative in 1999 and currently holds the Series 7 and 63 registrations. Additionally he holds a Georgia Insurance License, for Accident & Sickness, Life and Annuity products (both fixed and variable). He also earned his Bachelors of Business Administration - Management in December 2007 from American Intercontinental University.
Jeff's sixteen years in the financial industry has given him the experience necessary to assist in managing client relationships as well as advanced investment management. Jeff joined Cetera Advisors in 2013 and in October 2015 began working with Brown Group Planning as Director of Operations. He currently serves in that role with ATL-Global Advisors (again with Cetera). He works alongside the founding Partners, Gary Lutrick and Kevin Myers, developing and implementing investment plans and strategies for the firm’s clients as well as working to ensure that the firm reaches its goals and objectives. His nearly 35 years’ experience in both management and operations makes him a valuable asset to ATL-Global Advisors.
Jeff joined Philanthropy Financial as a Strategic Team Member in 2019.
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