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Jeff Albers, CFP®, CLU®, ChFC®, AIF®

Director, Retirement Plan & Wealth Management

More than 25 years after joining Wilson Albers as Vice President of Financial Services, today Jeff heads
the company’s Retirement Plan & Wealth Management division. He relishes 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. In 2013, he also earned the Accredited Investment Fiduciary (AIF®) designation.

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.

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.
Advisory Services through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC.  Alera Group, Inc., Alera Investment Advisors, LLC and Wilson Albers are not affiliated with Triad Advisors, LLC
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