Jeff is a CFA Charterholder and received his Bachelor of Science degree in Business Administration (Finance & Accounting emphasis) from the University of Northern Colorado. He has worked in the field of accounting and finance since 1992 and joined Strategic Equity Management, Inc. in October 1998. Jeff relocated to Virginia to open SEM's east coast office in 2017. Outside of SEM, Jeff is part of the worship team at LifePointe Christian Church in Williamsburg, VA where he plays the keyboard and bass guitar. He also leads a small group Bible study.