Greetings
Hi there, my name is Jeff, and I'm glad you're here. Personal finance can be a particularly vexing topic, yet it is deeply rooted in everything we do. I've spent my entire professional career dedicated to helping others, empowering them to achieve their financial goals and, in turn, improve their overall well-being. I take a very hands-on approach when working with you, and I look forward to hearing more about your story.
About Me
I learned at an early age the power of investing and realized just how impactful sound financial advice can be. I began investing as a teenager and witnessed firsthand the effects of the Great Financial Crisis. Many were set back decades due to poor financial planning or a lack of resources to make critical financial decisions. It was around this same time that I developed a passion for investing, understanding economic cycles, banking, and capital markets. For the last 15 years, I've been honing my knowledge to develop various financial planning and investment management strategies for the benefit of others. Albert Einstein once wrote that "only a life lived for others is a life worthwhile..." and never has that rung more true for me. I started Tangent Financial with the vision of empowering others to achieve their own life's calling. Finance is deeply personal, often emotional, and can be overwhelming. My approach is to help simplify things, act as a guide, and alleviate that burden. With a BSBA in finance from the University of Colorado Boulder, over a decade of experience in financial markets, and a CFA charterholder, I not only have the financial acumen to help you, but I also hold myself to the highest ethical standards in serving you as a fee-only fiduciary. No commission-based product sales or sleazy salesmanship, just honest and transparent advice. Let's work together to accomplish your financial goals.
