Jeff is an Asset Protection Specialist. He consults MOSAIC advisors and high net worth families on how to deploy trusts and structures in tax efficient manners for international clientele.
During his 27 years at William Wright Associates, Jeff was a primary contact for many of the enterprise’s clients. His primary responsibilities were in investment advisor and portfolio manager roles. He was also responsible for management of the family office division for the Accuvest enterprise and affiliated companies. Responsibilities as head of the family office division include legal structure management, tax and estate planning, management of non-financial client assets and non-investment bank accounts, and many unique client requests. Foremost, he was a resource to clients for the management of their estates.
In September of 2017 Jeff established Kodiak Trust Company, based in Alaska. The Trust company now assumes most of the family office work in addition to acting as trustee for most client trusts. As an independent trust company, Kodiak does other business unassociated with legacy enterprise clientele.
Jeff earned a B.A. in Economics from Brigham Young University and a MBA from Southern Methodist University. He is a Registered Investment Advisor, member of STEP, and actively participates in trust conferences and seminars.