About

Jeff began his career with a predecessor firm of Wells Fargo Advisors in 1990.  In 1997, he moved to become an Associate Vice President with Smith Barney Shearson and joined Wells Fargo Advisors in 2007. 

With over 35 years of experience, Jeff focuses on providing wealth management and advisory services to individuals, multi-generational families, entrepreneurs, and executives. He works closely with clients to help navigate complex financial decisions, preserve and grow wealth, and develop customized strategies designed to achieve their long-term financial goals. In addition to his wealth management practice, Jeff consults with corporations and foundations and has extensive experience advising employer-sponsored retirement plans. He is a member of the Wells Fargo Advisors Retirement Plan Advisor Program, a distinction reserved for advisors who demonstrate specialized expertise in serving corporate retirement plan clients.

Recognized for his commitment to exceptional client service and professional excellence, Jeff has been named to the Wells Fargo Advisors Platinum Council each year from 2023 through 2026. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors and is based on educational achievement, business production, professionalism, and other criteria, including best practices and team structure.

Away from the office, Jeff enjoys travelling, fishing, and hiking. He has two grown daughters whom he is very proud of. A lifelong soccer enthusiast. He is also passionate about supporting charitable causes and giving back to his community. Jeff is a past Chairman of the Pasco County School Board Investment Oversight Committee. He is also a past President of the Life Enrichment Senior Center in Tampa and served as Fundraising Chair for Paint Your Heart Out Tampa for 19 years.

CA - Insurance License #0L59238 & Resident State FL.

With over 5 years of financial services experience, Rebekah is dedicated to helping clients turn uncertainty into clarity by creating personalized financial strategies that reflect their goals, values, and lifestyle.

Rebekah holds a bachelor’s degree in finance with a minor in Innovation from Florida State University, where she also gained early experience with Kaye Kendrick Enterprises, a respected CPA firm in Florida’s capital. Rebekah began her career at J.P. Morgan Securities as a Senior Investment Professional, building a strong foundation in wealth management, and now serves clients throughout the Tampa Bay area as a Financial Consultant with Wells Fargo Advisors.

She currently sits as Treasurer of Tampa Bay OWIT, a global organization dedicated to advancing women in the field of international business. She holds FINRA Series 7, 63, and 66 registrations, as well as Life, Health, and Variable Annuities licenses in Florida, and has earned the Accredited Investment Fiduciary® (AIF®) designation. She is currently pursuing her MBA at the University of South Florida with a concentration in Personal Financial Planning. 

Outside of work, Rebekah is giving back to the community as a member of 100 Women Who Care Tampa Bay, a women’s giving circle supporting local nonprofits, and as a supporter of the arts through her involvement with the Friends of the Florida Orchestra. She enjoys time outdoors with her black Labrador, Sully, connecting with friends and family, and appreciating music, bringing that same sense of presence and care to helping clients navigate their financial futures.

 CA Insurance License #4497585 & Resident State FL

Nadia is a Senior Registered Client Associate and focuses on building strong relationships with clients and their families. She couples her experience as a former Financial Advisor, relationship manager and account administration to oversee the daily needs of clients.

With almost 26 years of experience, Nadia began her career in New York City with Salomon Smith Barney, now Morgan Stanley in 2000 and continued with them when she moved to Tampa in 2008. She joined Wells Fargo Advisors in 2011.

Nadia holds a Master’s degree in Business Administration from the University of South Florida and a designation of Qualified Plan Financial Consultant (QPFC). She holds the FINRA Series 7, 63, 65 registrations and Insurance Licensed.

CA - Insurance License #0L14351 & Resident State FL.

With more than 22 years of financial services experience, Kim has gained a robust knowledge of various investment products. She enjoys connecting with people and answering questions regarding the inner workings of accounts so that our clients receive a high level of personal service.

Away from the office Kim enjoys cooking, spending time with family, and enjoying the great outdoors with her husband, Jeremy, and their son.

CA Insurance License Number: 4371339. Resident State: FL

With more than 17 years of financial services experience, Denean helps ensure that our clients’ operational needs are handled quickly and accurately. Her primary responsibility is to oversee the day-to-day account servicing needs.

Away from the office Denean enjoys spending time with her 5 children, ages 24 to 10. She also enjoys shopping, traveling, the outdoors, and attending local Christian women’s events.