Since 2008, Jeff has advised both institutional clients and high net-worth individuals on financial planning and investment management strategies to reduce costs (taxes and fees) and help keep our client’s financial lives in order (risk, cash flow, insurance, trust, estate planning). Prior to joining Baker Street Advisors, Jeff was a Senior Private Client Advisor at Deloitte Tax LLP where he focused on individual, partnership, trust and estate taxation and planning techniques. Jeff graduated from California Polytechnic University, San Luis Obispo with a Bachelor of Science in Business Administration with concentrations in both Public Accounting and Financial Management. Jeff is a CFA® cha