Jeff enjoys working with high-net-worth individuals and families, bringing superior tax knowledge and service to each engagement. He has extensive experience working with clients who have involved tax situations, including complex investments, stock-based compensation plans and sophisticated estate plans. Jeff enjoys best working with his clients and their other advisors to provide his clients with the best solutions for their ideal outcome.
Jeff believes each client should be served in the way that they want to be served and strives to personalize his service to their needs. He is an advocate for his clients, taking pride in providing superior service, clarity and an understanding of intricate issues. For Jeff it’s all about the people – he’s passionate about his work because of the long-lasting effect it can have on the people he works for and with.
In addition to working with high-net-worth individuals and families, Jeff also serves businesses in real estate, professional services, and other industries.
Jeff has worked with Sweeney Conrad throughout his career and is a leader of one of the firm’s tax teams.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Arts in Business Administration (Accounting), University of Washington
Master of Professional Accounting (Taxation), University of Washington
Professional Certifications
Certified Public Accountant
Community Activities
Director for the Kline Galland Home Board
Family. It’s the reason Jeff says he does what he does! When asked about his hobbies Jeff says - who has time with family and work? His hobbies are his kids’ current hobbies (dance and soccer). On the weekends, he enjoys hanging out with family and friends on the deck and of course, watching his beloved Huskies, Mariners and Seahawks. Jeff loves working with people, both clients and members of the firm. To him, it is all about the people!
