Jeff joined the D. M. Brenner team in 2025 as a Paraplanner, where he supports advisors throughout the financial planning process.

Prior to beginning his career in finance, Jeff played professional baseball in the San Francisco Giants organization. Following his athletic career, he transitioned into wealth management as a Wealth Planning Associate at Cerity Partners (formerly known as West Coast Financial), providing comprehensive financial planning and portfolio management support to Lead Advisors.

Jeff earned his degree in Finance from the University of San Diego in 2019. Outside of work, he enjoys golfing, spending time with family and friends, and following local sports teams.