Jeff is a seasoned fiduciary risk and compliance professional with 35+ years combined experience as a regulator, Chief Compliance Officer, BSA/AML Officer and Privacy Officer.

Jeff is an honors graduate of Cannon Financial Institute’s Trust Audit and Compliance School, receiving the designation of Certified Trust Compliance Professional (CTCP, now known as CFIRS) in 2000.  In 2006, he passed the Investment Adviser Certified Compliance Professional examination, offered by National Regulatory Services and the Investment Adviser Association. Jeff also earned the designation of Accredited Trust Fiduciary Advisor (ATFA), offered by Campbell University in 2023.

Jeff served as a member of the Board of Directors of the Fiduciary and Investment Risk Management Association (FIRMA) from 2007-2015 and 2016-2019.  He is a frequent speaker at industry conferences and seminars, as well as an adjunct instructor with Cannon Financial Institute, teaching courses on fiduciary audit, risk management and compliance.

Jeff earned his Bachelor of Science in Finance from the Kelley School of Business at Indiana University in 1988. Jeff was also a member of the University's varsity golf team.

Jeff and his wife, Rebecca, have five children and eight grandchildren and reside in Utah. Jeff enjoys golf, travel, genealogy, alpine hiking, backpacking and collecting vintage hockey memorabilia.