After leading Albers & Company’s Financial Services Division for 20 years, and as Director of the Wilson Albers Retirement Plan & Wealth Management division for an additional six years, Jeff has now transitioned to the position of Senior Advisor Retirement Plans & Wealth Management.  In his current role, he continues to relish the opportunity to help people reach their retirement goals by providing both big-picture financial strategy and individual guidance around managing wealth.

A graduate of the University of Washington Foster School of Business, Jeff has furthered his knowledge
with series 6, 63, 65, and 7 securities and investment advisory licenses, as well as advanced education
through Wharton Business School, the Certified Financial Planner (CFP®) Board of Standards, and The
American College.

Jeff is an avid Husky fan and longtime football season-ticket holder. When he’s not helping people
improve their financial wellness, he often can be found taking care of his own physical wellness—he
enjoys hiking, skiing, boating, and other outdoor pursuits with his wife and their college-age daughter.