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Senior Portfolio Manager & Wealth Advisor
Jeff began his career more than 30 years ago and, in that time, much has changed. Prime ministers and presidents have come and gone, stock markets have soared and tumbled, policies have shifted, and inflation taken its turns. Yet through all this change, one constant has remained – Jeff’s clients, the people.
On the surface, wealth management looks to be all about numbers, economics, investment choices and risks – but in among all that data are the stories that make up people’s lives. And that’s the real heart of what Jeff does.
It’s why he’s spent his career building a knowledge base, and curating experiences and connections – so that he can guide people along their financial journeys, and ultimately have a positive impact on each of their lives, and those of their family.
Beyond his professional life, Jeff’s happiest with his wife, the kids, and their families (dogs included), competing on the pickleball court, deep into a good book, or seeing the world.
Wealth Advisor & Financial Planner
Gage brings a unique blend of analytical expertise and emotional insight, backed by degrees in Biology and Computer Science and a family history in financial services.
As a Certified Financial Planner (CFP) with a Chartered Investment Manager (CIM) designation, Gage has spent close to a decade guiding clients through financial ups and downs. His approach balances data-driven solutions with a personal understanding of each client’s unique journey, creating portfolios and plans that are not only strategic, they’re intentional reflections of his clients’ goals and values.
To Gage, a husband and father, family is at the core of everything he does. That same perspective shapes his work as he helps clients protect their wealth from life’s challenges, time, taxes, and inflation. He believes having an advisor is about more than numbers, it’s about building a relationship grounded in a client’s story: where they’ve been, where they are now, and their hopes for the future. It’s about being a partner to guide them to where they want to go.
It’s never just business. It’s personal.
