CA Insurance License #0B21371

Jeff has over 25 years of financial experience creating and managing portfolios for high-net-worth clientele. He is intrigued by the challenging, ever-changing environment of the financial industry. Jeff enjoys working with entrepreneurial clients who have accumulated wealth through creating and unlocking value in closely held businesses.

Jeff earned a finance degree from the College of Charleston, and he also holds the CERTIFIED FINANCIAL PLANNER^® certification. The CFP^® certification identify professionals who have met the high standards of competency and ethics established and enforced by the CFP^® Board and its Standards of Professional Conduct, which requires CFP^® professionals to act in their clients' best interests. Jeff also holds the advanced designation of Certified Investment Management Analyst™ from The Wharton School of Business and the International Financial Advisor accreditation.

Prior to forming the Ranch Investment Consulting Group of Wells Fargo Advisors, Jeff spent 15 years working with Merrill Lynch in La Jolla and Rancho Santa Fe communities of San Diego, CA. He currently sits on the finance committee as a Director on the Board of Directors for the San Diego Yacht Club, and he is involved with local charities. In his leisure, Jeff enjoys playing golf, fishing, and surfing.

Jeff resides in Point Loma, CA, with his wife, Anne, their twin daughters, Abigail and Grace, and their youngest daughter, Caroline.

CA Insurance License #0D68837

Since 1994, Bob Gilbert has managed portfolios and trusts for closely and privately held business owners and C-level executives of publicly traded companies, as well as many professional athletes. Prior to managing investment portfolios, Bob spent three years with Scripps Memorial Hospital Foundation as the assistant to the President and a financial officer of the foundation. As an advisor, Bob takes a personalized approach to investment planning and enjoys day-to-day client interaction.

Bob lives in Santa Fe Valley with his wife, Alicia, and three children, Madison, Liam, and Taylor. He enjoys spending time with family, golfing, and reading. Bob's charity involvement includes HeadNorth Foundation and San Pasqual Academy for foster teens.

Bob holds a degree in Business Management in Marketing and Finance from The University of Massachusetts - North Adams. He also has had advanced education from The Wharton Business School and the American Institute of Banking.

Jerry has about 10 years of experience in the financial services industry. Prior to joining The Ranch Investment Consulting Group, he worked as an investment analyst and business manager at Merrill Lynch Private Banking and Investment Group located in San Francisco. Jerry produced and created complex financial plans, detailed investment proposals and in-depth portfolio reviews for private wealth advisors servicing high net worth individuals and families. In addition, Jerry worked closely with c-level executives for publicly traded companies, producing and creating analyses on their stock options and awards; including the creation and implementation of their 10b5-1 plans.

Jerry earned his Bachelor’s Degree in Finance from the University of San Diego, and also holds the Chartered Retirement Planning Counselor designation. Outside the office, he enjoys playing soccer, hiking and traveling with his fiancée, Tiffany, and Labrador, Zoe.

Prior to working with Wells Fargo Advisors, Mary worked with Wells Fargo Community Banking for 15 years. For 13 of those years, she managed team members in a retail environment. She graduated with her BA in Psychology from the University of California, Riverside. She served as the Chapter Chair for Wells Fargo’s Asian Team Member Network for 2 years, and is currently serving as a board member for one of the largest media arts organization in North America – Pacific Arts Movement. She has been married for seven years and has a seven-year-old son, Carter. She has a passion for cooking, traveling and event planning.

Kelly joined the Ranch Investment Consulting Group in 2018. As a Client Performance Analyst, Kelly works closely with Jeffrey Tadder, Managing Director – Investment Officer, PIM Portfolio Manager, and Robert Gilbert, Managing Director - Investment Officer, on their PIM Portfolio management. He obtained his Bachelor's degree from Arizona State University, focusing in finance and is currently pursuing a Master's in Accounting. He brings 10 years of professional experience in the banking and finance industries. Outside of professional and educational pursuits, he enjoys reading, being outside, going to the gym and spending time with family and friends.