Our Team

Jeff has built a loyal clientele by offering customized investment guidance and exceptional service for affluent individuals and institutions. Throughout his career he has helped his clients plan for and achieve their financial goals including estate planning strategies, college funding, retirement planning and retirement income planning that enables his clients to enjoy their retirement without the worry of outliving their assets. 

"I grew up hearing and learning about this business since my Dad was a financial Advisor for Bache & Co., predecessor to Wells Fargo Advisors. This is simply something that I've always wanted to do."

He began his career at Prudential Securities, predecessor to Wells Fargo Advisors, in 1992, after earning his law degree in 1985 and working as an attorney. Through a series of mergers, Prudential Securities became Wells Fargo Advisors. As a trusted advisor with over 30 years of experience, he recognizes the trust his clients place in him and is always available to discuss any questions, issues or opportunities that come up. 

Jeff has been married to his wife, Lori, for 30 years and is proud of his three children, Max, Amanda and Jack. Jeff also enjoys music and plays lead guitar in a 70's and 80's rock band.

 

Robin has over 20 years of experience in the financial services industry and over 14 years as a Financial Advisor. She takes a highly personalized approach to providing clients with trusted advice and takes the time to get to know each client so she can help create an investment plan to help address their unique goals and objectives.

"I enjoy helping people. Listening to their story and figuring out a plan to incorporate their concerns and their goals."

She was with Prudential Securities (predecessor to Wells Fargo Advisors) in 2000 in their operations area when she had the opportunity to join The Blumenthal Group. Robin has worked with many of our clients for over 21 years, listening to their needs and goals as they changed over time, and adapting the portfolios and strategies. With her attention to the details, she is able to help design a portfolio that balances risk, growth and income, suited for your individual goals and risk tolerance.

Robin has been married over 34 years to Dave and they have two adult children, Trevor and Karina. Robin enjoys gardening and home renovations, to her husband's dismay, and loves relaxing with her family.

Lyn began her career in the financial industry over 30 years ago and brings her unique personality of caring and commitment to the team and their clients.

"I enjoy working with our clients as they are good friends. We enjoy their company and invest in their lives."

She first joined Wells Fargo Advisors' predecessor, Prudential Securities, in 2001 as a Registered Sales Associate and joined The Blumenthal Financial Group in 2011. Lyn focuses on handling estate distributions and charitable gifting for clients. She embraces the team's client first approach to delivering excellent client service and has been named a Wells Fargo Advisors Premier Client Associate in 2013, 2014, 2015, 2016 and 2017.

Lyn has been married for 40 years to her husband, Darrell. They have four adult children. She enjoys decorating, quilting and is a collector of vintage Singer sewing machines.


The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Jerika is a Client Associate with over 10 years of customer service experience and joined the team in 2020.

Jerika embraces the team's client first approach to delivering excellent service with her patience, kindness and willingness to help.  Her background includes earning her degree in business from Oklahoma State University and customer associate roles at Accurate Accounting and Coldwell Banker. Now as a Client Associate, she dedicates herself to providing the highest level of service to clients.

Jerika is the oldest of her 4 siblings and enjoys spending time with family, attending comedy shows and concerts.